RJ Hamster
The Tech Bubble Is Just Starting
Tuesday, April 28, 2026
Don here…
Stocks finally got the pullback everyone has been begging for.
Gianni Di Poce thinks you should buy it.
The S&P 500 futures hit a new all-time high overnight before giving back gains from Mondayand most of Friday. OpenAI missed revenue and semiconductors dropped 3.6% on the day.
None of that changes Gianni’s thesis. He believes tech is going dramatically higher from here.
His reasoning is structural. Tech currently makes up just 30 to 33% of the S&P 500, with the Mag 10 names accounting for roughly 40% of the index.
Compare that to Taiwan, where tech is 85% of the country’s index. The Netherlands sits above 50%.
Historical bubbles, from railroads to energy, all saw their dominant themes exceed 50% of the index before peaking. Gianni expects tech to eventually become 60 to 80% of the US market.
Tonight’s video lays out the immediate setup driving his call:
- Semiconductors rallied 40 to 50% in just three weeks before today’s selloff, and Gianni sees another 25% of upside ahead in most Mag 10 names.
- Meta, Microsoft, and Amazon all report earnings tomorrow alongside the Fed decision, and Gianni flagged all three as attractive at current levels.
- Bonds are putting in a higher low this morning while crude oil rolls over near $100, a setup that could shift the tide back to equities.
- Gianni booked 40% gains in Dell yesterday at his $220 target with rotation now setting up across the tech complex.
Silver got hammered today. Gianni called the 4X move in eight months “the definition of a bubble” and is watching for a base to build out over the next few months.
He flagged one bearish wildcard worth tracking. Town halls are pushing back against data centers as electric costs climb.
👉 Click here to watch Gianni break down the tech bubble setup and his earnings playbook
To your success,
Don Kaufman
Chief Market Strategist, TheoTRADE
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