Technology dominated 2025, and 2026 won’t be any different.

Tech stock profitability hasn't just grown; it has skyrocketed 550% since the GFC.

In the last four years alone, tech earnings have doubled while the rest of the market managed a measly 50% gain.

The rally isn't being driven by multiple expansion or hype; it is being driven by cold, hard profit growth that accounts for 79% of the S&P 500's year-to-date gains.

The AI revolution isn't a promise anymore. It is a line item on a balance sheet.

The bubble hasn't popped because it is not a bubble, it’s a factory.