Thus far in 2024, U.S. equities have picked up where they left off in 2023, with mega-cap tech stocks and the Nasdaq 100 ETF ((QQQ) dominating. Year-to-date, the index is up a healthy 6.42%, carried by breathtaking gains in the top AI-related stocks. Nvidia ((NVDA) ), the leading semiconductor, is up a robust 43.94% in just over a month – not bad when you consider the stock has a market cap of more than $1.7 trillion. Meanwhile, Super Micro Computer ((SMCI) ), an AI server provider, is up a shocking 132.39% ...