Kevin Green offers more insight into what he calls a "very powerful" move in the stock market, where Mag 7 and tech giants outperform while the rest of the market stays quiet. He tells investors to brace for a pullback as the current trade runs hot into overbought territory. Sticking with equities, KG talks about TSMC's (TSM) earnings beat and guidance outlook for the current quarter which shows continuing strength in the AI trade.