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![WinderKit Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1108326318792495106.png) Kit Winder, CFA [@WinderKit](/creator/twitter/WinderKit) on x XXX followers
Created: 2025-07-25 15:44:22 UTC

All of this has correlated with a broader rise for speculative, jam tomorrow, long duration equities, as $NVDA leads the market higher after taking a breather in the Peloton. 

This was shown by @ByteTreeTrends in our Monday analysis of the volatility structure of this rally. 

Overall, #CleanTech investing has shown its first hint of outperformance vs the world index $ACWI since the bubble peaked in 2021. Now, the test will be how it copes with any broader market setbacks, and if it can keep volatility manageable. 

#Investing #EnergyTransition #Equities


XX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1948771312756777067/c:line.svg)

**Related Topics**
[nvda](/topic/nvda)
[bubble](/topic/bubble)
[$acwi](/topic/$acwi)
[investment](/topic/investment)
[stocks](/topic/stocks)
[jam](/topic/jam)
[$nvda](/topic/$nvda)
[stocks technology](/topic/stocks-technology)

[Post Link](https://x.com/WinderKit/status/1948771312756777067)