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VRA Letter: Mag 7 Growth Boom. Our “Big Bribe Megatrends” Are Playing Out. Bitcoin Breakout; Epic Move Higher Developing

Good Tuesday morning. The most important week of the 4th quarter kicked off yesterday with broad gains, featuring excellent internals. Beginning today (after the close with Alphabet) we’ll get results from the largest companies ...

Posted On October 29, 20246 MIN Read
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Good Tuesday morning. The most important week of the 4th quarter kicked off yesterday with broad gains, featuring excellent internals. Beginning today (after the close with Alphabet) we’ll get results from the largest companies on the planet as five of the “Magnificent 7" tech stocks report.

Alphabet (GOOGL) reports today, followed by Microsoft (MSFT) and Meta (META) on Wednesday and finally, Apple (AAPL) and Amazon (AMZN) report on Thursday.

Combined, these 5 co’s account for 23% of the total weight of the S&P 500. The remaining two of the Mag 7 are Tesla (TSLA, which crushed their quarter last Wednesday) and Nvidia (NVDA, which reports on 11/20). All-in, these 7 tech stocks make up more than 35% of the S&P 500. 

According to FactSet, four of the Mag 7 are projected to be among the top 10 contributors to S&P 500 earnings growth; Nvidia, Alphabet, Amazon and Meta.

VRA Bottom Line: we look for Mag 7 stocks to put up strong results, with the semis once again takin...

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