The analysis reviews the SPY, noting its new all-time high and considering whether to buy more or wait for a pullback. It highlights the heavy weighting of mega-tech stocks within SPY, referencing a heat map showing strong performance from NVIDIA, Microsoft, and Apple. The RSP (Invesco S&P 500 Equal Weight ETF) is introduced as a contrasting indicator, revealing a different market story compared to the market-cap weighted SPY. It reviews NVDA and expects the stock to reach a price of 165 dollars, which is why he sells on it the call options. UNH health stock is presented in an oversold territory at 260, indicating a potential buying opportunity, and finally the WTI oil that is seen with an upside potential as demand seems to be good given the current macro scenario.