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![neilksethi Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::2252413050.png) Neil Sethi [@neilksethi](/creator/twitter/neilksethi) on x 12.3K followers
Created: 2025-07-18 11:30:01 UTC

BoA's Hartnett: Bubble VIBBE's

Bubble brewing in US equity leadership.  Watch the VIBBE's (Valuation, Inflation, Bonds, Breadth, Exponential price moves).  He says "Jailbreaks" are $SOX>6k, $MAGS > $60, $BKX > $150, but "biggest tell would be stocks totally ignoring a rise in inflation expectations & bond yields to new highs"... "ultimately proper bubble always ended by jump in bond yields & real yields (if proper bubble next XX months bond yields rise until AI/Big Tech customers squeal)".

![](https://pbs.twimg.com/media/GwIsSlqXAAI6Ytw.png)

XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1946170589355327721/c:line.svg)

**Related Topics**
[fixed income](/topic/fixed-income)
[stocks](/topic/stocks)
[$bkx](/topic/$bkx)
[$mags](/topic/$mags)
[$sox6k](/topic/$sox6k)
[inflation](/topic/inflation)
[bubble](/topic/bubble)
[neil](/topic/neil)

[Post Link](https://x.com/neilksethi/status/1946170589355327721)