It’s fascinating to see how many people are focused on NVIDIA and other AI stocks, which is a small basket, while some rather fascinating moves are happening elsewhere. This is often the spice of markets—everyone fixates on one area, and then, while no one is looking, the big moves unfold.

For example, look at this chart of Walmart ripping to all-time highs:

Markets have a way of distracting traders with hype, pulling attention toward the same few stocks while bigger opportunities unfold elsewhere. NVIDIA and AI stocks dominate headlines, but history shows that the best trades often emerge where fewer people are looking. When everyone is crowded into one sector, it leaves room for unexpected winners in others—just like Walmart quietly surging to all-time highs while most investors chase tech.

The lesson? Don’t get tunnel vision. While excitement around AI is justified, true market edge comes from identifying where capital is flowing next—not just where the media attention is today.

Want to learn more? Watch this video I was pleased to host on the topic: