A big article talks about how some important companies like Nvidia, Apple, and Microsoft are doing well in the stock market, while other companies are not doing so well. This is because people are excited about new technology (AI) that these companies are using. The article also talks about an election in France, where the results were surprising. The writer suggests that people should be careful with their money and think about how to protect it while still making some money from the stock market. Read from source...

1. The article title is misleading and sensationalized. It does not accurately represent the content or the main points of the article. The title suggests a strong connection between Nvidia, Apple, Microsoft, and the French election results, but the article does not provide sufficient evidence or reasoning for this claim.
2. The article focuses too much on market cap and earnings divergence between the top ten stocks in the S&P 500. This analysis is overly simplistic and does not consider other factors that may influence stock performance, such as valuation, growth prospects, competition, regulatory risks, etc. The author also does not explain why this divergence is a concern for investors or how it may impact the overall market.
3. The article uses outdated or incomplete data. For example, the chart comparing equal weighted S&P 500 to cap weighted S&P 500 is from 2024, while the article is from 2024. This raises questions about the relevance and accuracy of the data used in the analysis. Additionally, the article does not provide any sources or references for the data or the analysis, making it difficult for readers to verify or further explore the topic.
4. The article makes sweeping generalizations and assumptions about the French election results and their implications for investors. The author claims that the results are "better than if the far right would have won an absolute majority", but does not provide any evidence or reasoning for this statement. The article also does not consider the potential risks or challenges that may arise from a fragmented political landscape in France, such as policy uncertainty, social unrest, or economic instability.
5. The article provides little actionable advice or guidance for investors. Instead, it mostly discusses the author's own investment philosophy and strategy, which may not be suitable or applicable for all readers. The author also suggests using a "protection band" to hedge against market risks, but does not explain how this strategy works, what factors influence its effectiveness, or how investors can implement it in practice.

Overall, the article is poorly written, lacks credibility, and does not provide valuable insights or recommendations for investors.

1. Consider holding good, very long term, existing positions.
2. Determine your protection band by adding cash to hedges.
3. Use a combination of quantitative analysis, macro analysis, fundamental analysis, and technical analysis for better results.
4. Be mindful of the market cap divergence and future earnings expectations.
5. Monitor money flows in SPY and QQQ.
6. Stay updated on smart money movements in stocks, gold, and oil.