Market broadening from tech concentration
The case argued is that the market is broadening out from its extreme concentration in mega-cap tech, with the 'impressive 493' and small caps now participating in the rally.
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The story so far
OPEN · 2 MENTIONS · 2 SHOWS
- THE COMPOUND AND FRIENDS
- Market broadening from tech concentration · THIS IDEA
- CNBC FAST MONEY
HOW THE SHOWS HAVE DISCUSSED THIS THESIS OVER TIME · NOT A PERFORMANCE RECORD