The market shows a bullish trend as the S&P 500 forward P/E has fallen from 23 to 21 due to strong earnings growth, with $SPY rising +6.4% and $QQQ gaining +11.68% over the last month. Visual data highlights significant monthly gains in mega-cap tech including NVDA (+3.79%), MSFT (+4.35%), AAPL (+15.19%), GOOGL (+9.08%), and AMZN (+2.87%), alongside massive rallies in DELL (+101.79%) and MU (+82.03%). While semiconductors maintain momentum, the author notes a healthy broadening of the market as software and fintech sectors begin to return.