Sources
ComposerIs this cause for concern? Nasdaq 100 has added ~$1.6 trillion in market cap this year But just 4 companies accounted for more than 93% of the gains: $NVDA $META $MSFT $AMZN The remaining 96 companies have added just $75 billion in market cap... https://t.co/uZC1gZ7GIJ
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
Gunjan BanerjiNvidia's rise has contributed to ~a quarter of the S&P 500's 6% gain for the year https://t.co/8wUbOQl40G
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