Episode Details
| Title | On the Margin: NVIDIA Passing The Baton From Growth To Value | Weekly Roundup |
|---|---|
| Date | 8/31/2024 |
| Podcast | On The Margin ↗ |
Key Insights
Bullish:
- 🟢 $INDUSTRIALS - Industrials are showing strength, with the industrials ETF breaking out to new highs amid broader market bearishness. This outperformance is supported by chart analysis showing a shift from tech-heavy QQQ to small-cap IWM.
- “If you go to the next slide too, this is IWM to to QQQ. And the ratio of that dipped massively and now IWM is outperforming. So, you know, if you click even to the next chart, it'll give you a couple with with all this bearishness, we have the industrials ETF just broke out to new highs.” - Tyler (13:30)
- 🟢 $XLF - 🔒
- 🟢 $VALUE - 🔒
- 🟢 $BTC - 🔒
- 🟢 $GOLD - 🔒
Bearish:
- 🔻 $NVDA - 🔒
- 🔻 $ETHBTC - 🔒