

Nasdaq Hits High, But Note This Split; Google, Apple, AppLovin In Focus
Aug 8, 2025
Explore the NASDAQ's recent highs, driven by major tech companies like Apple and Google. Delve into the challenges of market breadth and the importance of diversifying your portfolio amidst mixed stock performances. The podcast evaluates the software and chip industries, pinpointing key players like Palantir and Oracle. It also identifies emerging investment opportunities, particularly in the chip sector and industrials. Gain insights on navigating stock volatility and strategies for capitalizing on market trends.
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NASDAQ Snapback And New Highs
- The NASDAQ staged a sharp snapback and reached new record highs this week.
- The headline rally masks uneven participation across the broader market.
Breadth Divergence Under The Surface
- Equal-weight measures show weaker breadth than cap-weighted indexes right now.
- That divergence signals gains are concentrated in fewer mega-cap tech names.
Earnings Week Boosts Extreme Intraday Moves
- This earnings window produced many extreme intraday moves across individual stocks.
- Such whipsaw action reinforces using risk controls and avoiding impulsive entries.