
Market’s Changing of the Guard
MRKT Matrix
00:00
The NASDAQ's Parabolic Move of Late Makes Me Nervous
Amazon, Metagootle, and NVIDIA are expected to be the largest contributors to earnings growth for Q4. Excluding these four companies, estimated earnings growth rate for Q4 for SMV 500 falls to 4.3% from 8.2%. I'd say their ability to maintain this pace of outperform this is not particularly great. And that's why the NASDAQ on this parabolic move of late makes me a little bit nervous if you're buying into it.
Transcript
Play full episode