Good morning traders,

The market has firmly entered the bullish grind.

But the broad participation is oddly weak.

Many traders struggle in environments like this because broad indexes continue drifting upward while most individual names fail to participate. Pullbacks stay shallow and chasing strength starts feeling uncomfortable.

Underneath the surface, today's Radar still shows a relatively balanced environment:

The market isn't washed out. It also isn't flooded with broad participation.

It's sitting in the middle. That means opportunity still exists, but it's concentrated.

The strongest names continue attracting capital while many others remain stuck.

Broad indexes may continue moving slowly higher. But historically, these environments often become stock-selection markets rather than "buy everything" markets.

Today's strongest names continue clustering around a smaller set of themes:

  • AI infrastructure

  • industrial automation

  • select energy-related groups

You can track today's strongest and weakest names here:

— Andrew Falde

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