Sources
The Kobeissi LetterThe Nasdaq 100 index has added ~$1.6 trillion in market cap in 2024 thus far. But here's the crazy part: Just 4 companies have accounted for a whopping 95% of that YTD market cap gain. Nvidia, Meta, Microsoft, and Amazon have added a total of $1.5 TRILLION in market cap in… https://t.co/byIbjF3pHH
unusual_whales$NVDA, $META, $MSFT and $AMZN accounted for more than 90% of the market cap gains in the Nasdaq 100 this year, per Tavi Costa. https://t.co/0eFKiXS4lC
*Walter Bloomberg$NVDA $META $MSFT $AMZN accounted for more than 90% of the market cap gains in the Nasdaq 100 this year. https://t.co/RVTFoSfqsw

