Column 1 0
Column 1 0 Mighty NVDA1. NVDA market cap up 1 TSLA over the past 2 months
2. NVDA market cap same as China stock market (H shares worth around $1.7tn)
3. 200 day moving average $265 lowerRefinitiv/Hartnett
Column 1 0 GPUs are harder to get than drugsCompanies are desperate for GPUs. CB Insights
Column 1 0 and countingTop five stocks weight in the SPX at new highs. Jefferies
Column 1 0 On that concentrationThe big "mystery"? When the average stock lags this much we usually have a problem. This time around there are no problems, or? Bloomberg/Authers
Column 1 0 Getting hotterBofA's bull/bear indicator "nailed" the big buy in October. We are still not in sell red territory, but another big jump over the past week brings us closer to the contrarian sell. Just need a few more bears to throw in the towel... BofA
Column 1 0 Abandon putsPut call ratio at levels that have been associated with a pullback in markets. Refinitiv
Column 1 0 Pushing itExtreme greed at highest levels since early January. Chart showing the indicator vs SPX. Macromicro
Column 1 0 Remember mighty Apple?The AAPL/QQQ ratio is at the lowest since late 2021. Nothing is forever, or? Refinitiv
Column 1 0 Remember Dr Copper?The gap between copper and SPX is at the widest levels in a long time. Refinitiv
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Column 1 0 Leaving behindSPX has left many things behind, Fed reserves as well lately. Refinitiv
