The U.S. stock market is experiencing a strange "disconnection" between the main index and what is actually happening within companies.

Data from Bank of America (BofA) indicates that 67% of S&P 500 stocks have fallen more than 10%,
and 28% of them have entered a "collapse" zone with declines exceeding 20% since the peak optimism in the AI sector last October.

The paradox here is that the main index still resists entering a technical correction zone, and it will only do so if it breaks the 6,300-point barrier.

History tells us that major corrections (between 10-20%) are the fuel for upcoming rallies; in the last 15 corrections over a century,
the average gain in the three months following the bottom has been 15%.

The pain that individual portfolios are feeling now "under the cover" of the index
is actually a process of rebalancing positions,
and paving the way for a new upward wave for those who have patience and a long-term perspective.

Do you think the market will wait for a break below 6,300 to confirm the correction,
or has the bottom already formed in the leading stocks?

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