To me, the skyrocketing stock market (which is being anchored primarily by investors pouring money into semiconductor stocks that are enjoying a boom in data center demand) stands in stark contrast to a relatively weak consumer economy. Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensa ...