This helps explain some of the Mega Cap( $Apple(AAPL)$ $Microsoft(MSFT)$ $Amazon.com(AMZN)$ $Meta Platforms, Inc.(META)$ $Alphabet(GOOG)$ $Alphabet(GOOGL)$ $Tesla Motors(TSLA)$ ) outperformance. 👇👇👇
The Mag 7 (only $NVIDIA Corp(NVDA)$ left to report) is pacing for $523B in Q4 sales on +14% YoY growth.
Comparatively, revenue growth for the other 493 stocks in the $S&P 500(.SPX)$ $SPDR S&P 500 ETF Trust(SPY)$ is just +2% YoY.
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https://twitter.com/Marlin_Capital/status/1754214682821349886
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