US Tech Stock Leadership

A big part of the US vs global equity dominance has been the rise and rise of US Tech Stocks.

We see similar types of dynamics as discussed above playing out in this chart too. Trend persistence, cycles, extremes, and trend-ends + cycle-turns.

The shock rise in US (geo)political risk comes at a time where US tech stocks reached extremes in valuations and concentration (e.g. record high market cap weights), and an extreme surge in relative performance by US tech vs non-tech and global tech; all of which now appear to be at a trend exhaustion point…

$NASDAQ 100(NDX)$ $Invesco QQQ(QQQ)$

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Trend persistence, cycles, extremes, and trend-ends + cycle-turns.</p><p style=\"text-align: start;\">The shock rise in US (geo)political risk comes at a time where US tech stocks reached extremes in valuations and concentration (e.g. record high market cap weights), and an extreme surge in relative performance by US tech vs non-tech and global tech; all of which now appear to be at a trend exhaustion point…</p><p> <a data-mention-id=\"NDX\" class=\"teditor-mention\" data-mention-name=\"NASDAQ 100\" href=\"https://ttm.financial/S/NDX\">$NASDAQ 100(NDX)$</a>  <a data-mention-id=\"QQQ\" class=\"teditor-mention\" data-mention-name=\"Invesco QQQ\" href=\"https://ttm.financial/S/QQQ\">$Invesco QQQ(QQQ)$</a> </p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/fe02d40fd9fd951c7e02a04533575646\" tg-width=\"1110\" tg-height=\"810\"></p><hr><h3 id=\"id_2723412696\"> For whom haven't open CBA can know more from below:</h3><p>🏦 Open a CBA today and enjoy privileges of up to SGD 20,000 in trading limit with 0 commission. Trade SG, HK, US stocks as well as ETFs unlimitedly!</p><blockquote><p>Find out more here：</p><ul style=\"\"><li><p><strong>Trade on a Cash Boost Account and enjoy up to 6 months of Commission-Free trading.</strong></p></li><li><p><a href=\"https://ttm.financial/TW/367769452580952\" title=\"💰Join the TB Contra Telegram Group to Get $10 Trading Vouchers Now🎉\" class=\"\">💰Join the TB Contra Telegram Group to Get $10 Trading Vouchers Now🎉</a></p></li><li><p><a href=\"https://ttm.financial/TW/413454436958416\" title=\"💰CBA Mini Course 1: What is Cash Boost Account(CBA)?\" class=\"\">💰CBA Mini Course 1: What is Cash Boost Account(CBA)?</a></p></li></ul></blockquote><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/381b104429792cae7f67dc1120e2458d\" tg-width=\"1080\" tg-height=\"1080\"></p><p></p></body></html>","htmlText":"<html><head></head><body><p>A big part of the US vs global equity dominance has been the rise and rise of US Tech Stocks. </p><p>We see similar types of dynamics as discussed above playing out in this chart too. Trend persistence, cycles, extremes, and trend-ends + cycle-turns.</p><p style=\"text-align: start;\">The shock rise in US (geo)political risk comes at a time where US tech stocks reached extremes in valuations and concentration (e.g. record high market cap weights), and an extreme surge in relative performance by US tech vs non-tech and global tech; all of which now appear to be at a trend exhaustion point…</p><p> <a data-mention-id=\"NDX\" class=\"teditor-mention\" data-mention-name=\"NASDAQ 100\" href=\"https://ttm.financial/S/NDX\">$NASDAQ 100(NDX)$</a>  <a data-mention-id=\"QQQ\" class=\"teditor-mention\" data-mention-name=\"Invesco QQQ\" href=\"https://ttm.financial/S/QQQ\">$Invesco QQQ(QQQ)$</a> </p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/fe02d40fd9fd951c7e02a04533575646\" tg-width=\"1110\" tg-height=\"810\"></p><hr><h3 id=\"id_2723412696\"> For whom haven't open CBA can know more from below:</h3><p>🏦 Open a CBA today and enjoy privileges of up to SGD 20,000 in trading limit with 0 commission. Trade SG, HK, US stocks as well as ETFs unlimitedly!</p><blockquote><p>Find out more here：</p><ul style=\"\"><li><p><strong>Trade on a Cash Boost Account and enjoy up to 6 months of Commission-Free trading.</strong></p></li><li><p><a href=\"https://ttm.financial/TW/367769452580952\" title=\"💰Join the TB Contra Telegram Group to Get $10 Trading Vouchers Now🎉\" class=\"\">💰Join the TB Contra Telegram Group to Get $10 Trading Vouchers Now🎉</a></p></li><li><p><a href=\"https://ttm.financial/TW/413454436958416\" title=\"💰CBA Mini Course 1: What is Cash Boost Account(CBA)?\" class=\"\">💰CBA Mini Course 1: What is Cash Boost Account(CBA)?</a></p></li></ul></blockquote><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/381b104429792cae7f67dc1120e2458d\" tg-width=\"1080\" tg-height=\"1080\"></p><p></p></body></html>","text":"A big part of the US vs global equity dominance has been the rise and rise of US Tech Stocks. 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Find out more here： Trade on a Cash Boost Account and enjoy up to 6 months of Commission-Free trading. 💰Join the TB Contra Telegram Group to Get $10 Trading Vouchers Now🎉 💰CBA Mini Course 1: What is Cash Boost Account(CBA)?","highlighted":1,"essential":1,"paper":2,"likeSize":14,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/427569013956888","repostId":0,"isVote":1,"tweetType":1,"viewCount":264,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["NDX","QQQ"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":true,"length":840,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/427569013956888"}