Mag7 + AVGO + ORCL + PLTR = 80% of the S&P index return since the day of self-liberation
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The concentration of U.S. stocks has once again become the focus of the market. Since the announcement of "reciprocal tariffs" in April, large U.S. tech stocks have risen over 49% from their lows. During this period, 80% of the S&P index's gains came from the Mag 7, Broadcom (AVGO), Oracle (ORCL), and Palantir (PLTR)
The concentration of U.S. stocks has once again become the focus of the market.
Since the announcement of "reciprocal tariffs" in April, major U.S. tech stocks have risen over 49% from their lows.
During this period, 80% of the gains in the S&P index came from the Mag 7, Broadcom (AVGO), Oracle (ORCL), and Palantir (PLTR).
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