"It's Nvidia's market and we're all just trading in it," Sosnick explains. He notes how Nvidia has been spearheading the tech sector's growth . While the tech sector's rally may spark concerns, he notes that its recent dip isn't a problem"because of end-of-the-quarter factors making it more of a rotation."
I mean, realistically, um it's been dragging us higher and, you know, you could see now we're in a bit of an interesting little cycle where, where the, the index, you know, if you look at, if you look at the major industries and I'll define them as S and P 500 NASDAQ 100 they move with NVIDIA and you know, yesterday, for example, they sold off not, you know, S and P not in a major way because the difference was the advancers on the nyse outpaced decliners 2 to 1 today.
These are, you know, so the argument will go our biggest, most innovative dynamic, disruptive companies out there, of course, they should be leading, they should be leading.
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