Market All Time High, Photonics Breakdown, Speculation Continues

Midweek Update

Introduction

Just like that, we are back to all time highs on indexes. From March 30th to yesterdays official breach on SPY, it only took the market 11 days to make fresh highs in 2026. To hear more about this, check out my latest podcast episode here:

#022 The Market Is Going Parabolic

For followers of this publication, this thesis was outlined numerous times, as I have championed the idea that markets do not care about what happens in the middle east, and AI is the ultimate power driving this great run.

Performance through the year so far is as follows:

YARTONDEX: 28.31%
S&P 500: 2.29%
NASDAQ: 1.96%
DOW: -1.37%

In the article below, we will discuss the following:

- Stocks that I think have parabolic potential in this market
- My portfolio
- New adds
- Photonics Stocks

See you in there!