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Weekly Update with Larry Berman - May 30, 2026

The creator discusses market leadership, noting that semiconductor ETFs like SMH and AIQ have been strong performers, but the Procure Space ETF (ticker not explicitly mentioned but implied by context) has been the strongest recently due to SpaceX's upcoming IPO. He expresses caution about SpaceX's rumored valuation and suggests trimming positions. He also reiterates a bullish stance on long-term Treasury bonds (TLT) due to easing inflation concerns.

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The creator discusses market leadership, noting that semiconductor ETFs like SMH and AIQ have been strong performers, but the Procure Space ETF (ticker not explicitly mentioned but implied by context) has been the strongest recently due to SpaceX's upcoming IPO. He expresses caution about SpaceX's rumored valuation and suggests trimming positions. He also reiterates a bullish stance on long-term Treasury bonds (TLT) due to easing inflation concerns.

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