The market is getting another reason to stay optimistic. Softer inflation data is easing pressure on the Fed, while $SPX and $NDX push higher and $DJI lags behind. Tech and semiconductor names are still doing a lot of the heavy lifting. With $NVDA, $AMD and other AI names benefiting from the risk-on mood, it feels like investors are quickly shifting back toward growth. Do you think softer inflation can keep this rally going, or are stocks getting too comfortable near record highs?