Josh Brown
๐ค SpeakerAppearances Over Time
Podcast Appearances
I don't know.
So there's no doubt that this has been a concentrated environment.
The winners are winning in a serious way.
The losers are getting killed.
There's been a lot of dispersion.
And for the most part, in recent weeks, it's been the larger mega cap tech stocks.
It's been the Nasdaq 100 that have just ran away from the pack.
But yesterday I said to you guys,
which is, God, I love working with you guys.
It's so much fun to be able to do this.
Because back in the day before you guys, I couldn't say, hey, wait a minute, do this for me.
I was doing it alone and I was using Excel.
And when I saw something pop on the screen, I was like, I was getting excited with the screen.
Now I can get excited with you two guys.
It's great.
So I sent you a chart of the Q's divided by the equal weight.
And I said, hey, I think something just happened.
I think we just had a monster explosion in the equal weighted stocks
versus just Apple and Nvidia and Microsoft and Google.
So, chart, what did we find?