🎢 Nasdaq Rebalance Alert! Winners🏆, Losers😔+ Big Shorts 😮

#NasdaqRebalance #$AAPL $AMZN $TSLA $NVDA $META $MSFT $GOOG $TTD $AVGO

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0:00 Introduction
01:16 The Story
02:03 The Magnificent Seven
02:14 Ahem - The New Magnificent Seven
02:40 Current Weight in Nasdaq 100 combined 55%
04:45 Mag 7 YTD Returns
05:15 Nasdaq 100 - Best 6 Mths in History
05:36 Mag 7 Year to Date
06:11 Nothingburger?
07:9 Last Time This Happened
08:05 Strategy
08:53 Biggest Downsize
09:40 Biggest Upsize
10:01 Biggest Beneficiaries
10:26 AVGO Broadcom 62% YTD
10:35 Trade Desk Gets Added
11:02 Trade Desk Chart YTD
11:39 Options Twist 2.4T Expire Today
12:29 Most Shorted Stocks
14:54 Conclusion

[skipmagnificent]

Every time I listen to your videos I stunned by how much of a philanthropist you are...and not with easy stuff to give away...the ultra rich of the world give away money all day and it costs them nothing. You give your energy and knowledge for free...it is a real and true cost obvious to anyone with a heart and two eyes/ears. You give freely and happily. I think you are a very good man James.

[patrickbonar]

Thanks james i have listening for two years same age as you made a massive difference in my focus towards retirement

[Nicolozo]

Thanks James for everything you showed about Tesla all this time, to a youngsters like me, you literally put gold in our hands lol. Also, very grateful to have got the Patron. Much love

[ytacct]

Thanks for addressing the concern regarding rebalancing. I agree it’s been front run. Having said that, those fearful may lock in profits increasing selling pressure causing a dip into early next week. Creating a buying opportunity for those disruptive stocks 😉

[ElliottNest]

Definitely - I remember the Magnificent Seven. Great movie!

[BowBeforeTheAlgorithm]

Yeah, I definitely watched the magnificent seven as a teenager LOL. That Western was actually based on a Japanese film by the legendary Kurosawa called The Seven Samurai. The magnificent seven was simply adapted from that film. Both are worth a watch!

[cachi-]

@10:12, the ticker symbol AVGO is from the company AVAGO which acquired Broadcom in 2016.

[johnclark]

Thanks, James... Absolutely priceless knowledge The Magnificent 7 drives the vast majority of profit in the NASDAQ.

Screw investing in worthless Index funds! 🤣

[Mafiakitty]

FYI James, Beyond Meat tastes virtually identical to real meat and is delicious. From your comment about Beyond Meat I'm assuming you're not vegan. You often donate money to help animals, but not eating them would help them more than anything.

[swaep]

A weak day for the EV Sector but Strong Week/Month for Many....* VEV Up 15 % wk....* NKLA Up 93 % mth...* RIVN Up 86 % mth...* PLUG Up 34 % mth....* LEV Up 27 % mth....* CENN Up 40 % mth....* XPEV Up 47 % mth...* ACHR Up 34 % mth. Thumbs Up Video / Comment... Thanks as The Bull$ Charge Up Again Next Week.

[brad]

As a child I remember the 7. My favourite was the knife thrower. That was until I saw the original The 7 samurai what an epic film. Having said that I think I will have to dig them out and watch them again.

[cybertoothtiger]

Damn, just missed the live stream, lol, wrong side of the planet, oh well, awesome info as always cheers for keeping it real, shill free, just the data and without clickbait thumbnails 🙂 Cyber 🐯

[leighcouper]

Yes I remember them and Kelly's Heroes. But, They change the goal posts all the time to make it look as if the economy is doing fine. If a company is doing no good then their taken off the index. And add an up and coming company. This is wrong and reflects badly on those controlling the indexes.

[NFL.Lifestyle]

my dad had me watch the magnificent 7 a few times, used to love it as a kid. Also... another random movie that my dad loved and iI am sure you know about that I used to watch a lot.. Last of the mohicans... classics

[richardgordon]

Scotland home of the brave love your show

[rudolphteperberry]

Maybe this is a dumb question but something I don't quite understand. Will the weighting just suddenly change or will (as I expect) fund managers have to actually sell positions in the overweight stocks, lock in profit, then buy the underweight stocks to match the rebalance of the index?

[plutinicus]

Beyond meat is not disgusting dude. I’d say check out their videos on what it is and Give it a try first. 😂😂. Try the burger patty’s. I’m a meat eater and it’s not that bad. Everyone’s taste is different but it’s actually worth a try. Keep up the great work. Love the show.

[DianasReviews]

TLDR: The key idea of the video is that the upcoming rebalancing of the NASDAQ 100 may not effectively address concentration effects and that certain companies will continue to outperform due to their growth potential.

1. 00:00 🎢 The NASDAQ 100 is rebalancing to address the high concentration of seven companies, including Amazon, Google, Microsoft, Nvidia, and Apple, which account for about 55% of the index.
1.1 Today is a crazy day with a big options expiry, short action, and NASDAQ rebalancing, and the speaker couldn't find a clear explanation of what it all means.
1.2 The NASDAQ 100 is undergoing a rebalance to address the high concentration of seven companies, including Amazon, Google, Microsoft, Nvidia, and Apple, which account for about 55% of the index.

2. 01:50 🎢 The Nasdaq is going to rebalance its stocks, with Microsoft, Nvidia, Apple, Meta, Tesla, Alphabet, and Amazon being the major players, and the current weights of Microsoft and Apple are confusingly illogical.


3. 03:09 🎢 Google, Amazon, Meta, and Tesla are part of the Nasdaq rebalance, with Google being complex and Tesla's smaller size seen as good news, while their year-to-date performance has been impressive, but Google has lagged in the AI space.
3.1 Google, Amazon, Meta, and Tesla are all part of the Nasdaq rebalance, with Google being complex due to two separate entities, and Tesla's smaller size being seen as good news, while the year-to-date performance of these companies has been impressive.
3.2 Google, Microsoft, Amazon, and Apple have had mixed performance this year, with Google being a laggard in the AI space.

4. 05:12 📈 The performance of the MDX index is heavily influenced by three companies, and without them, the index would only be up 20% year to date, highlighting their importance in portfolio performance, and the speaker believes that the rebalancing of the top seven companies in the Nasdaq will not effectively address concentration effects and that these companies will continue to outperform due to their growth potential.
4.1 The performance of the MDX index is heavily influenced by just three companies, and without them, the index would only be up about 20% year to date, highlighting the importance of these companies in portfolio performance.
4.2 The speaker believes that despite concerns, the rebalancing of the top seven companies in the Nasdaq will not effectively address concentration effects and that these companies will continue to outperform due to their growth potential.

5. 06:52 🎢 The upcoming Nasdaq rebalance may have a big impact, so sell overweight stocks and buy underweight stocks before the market adjustment; Tesla will be rebalanced the least and despite disappointing earnings, the stock is expected to rally next week.
5.1 The upcoming Nasdaq rebalance may have a big impact, but based on past experiences, it is uncertain whether stocks will rise or fall.
5.2 Sell overweight stocks that will be rebalanced down and buy underweight stocks that will be rebalanced up before the market adjustment.
5.3 Tesla will be rebalanced the least in the upcoming Nasdaq reorganization, and despite concerns about its earnings, the conference call was disappointing for Wall Street because it didn't provide short-term goals, but the overall picture suggests that the stock will rally next week.

6. 09:46 📈 Starbucks, Mandalay, Gilead, ADP, and Analog Devices are expected to increase in value, while AV go (formerly Broadcom) is predicted to be the biggest beneficiary of the Nasdaq rebalance, and The Trade Desk is being added to the NASDAQ 100, but the stock market is volatile due to a stock split and expiring equity options, with some cryptocurrencies and Bitcoin miners performing well.
6.1 Starbucks, Mandalay, Gilead, ADP, and Analog Devices are expected to increase in value, while AV go (formerly Broadcom) is predicted to be the biggest beneficiary of the Nasdaq rebalance.
6.2 The trade desk is being added to the NASDAQ 100, which is exciting, but it is currently a small position in the speaker's portfolio.
6.3 The stock market is experiencing volatility due to a stock split and expiring equity options, but some cryptocurrencies and Bitcoin miners are performing well.

7. 12:35 📉 The most shorted stock is C3 AI, while Carvana, Beyond Meat, and Lucid Motors are potential short opportunities, but it is advised to avoid shorting the big names that are still growing.
7.1 The most shorted stock in the market right now is C3 AI, a cloud-based AI company with a short interest of 90 percent.
7.2 Salespeople can benefit from the first company mentioned, while the second company is a gene therapy company with high short interest; Carvana, an online car dealership, is a short target due to its recent stock increase; Beyond Meat and Lucid Motors are also mentioned as potential short opportunities.
7.3 The winners will continue to grow and become dominant, while it is advised to avoid shorting the big names that are still growing.

8. 15:44 😅 The speaker advises caution and not to worry too much about the upcoming Nasdaq rebalance, and also mentions a change in the schedule for the Q&A session.

[wahidmardan]

It’s a shame you don’t have a million subscribers at this moment despite the fact that you speak so fundamentally and research oriented. Anyways, we are here to support you. And Plz make a video on Near protocol too.

[adarbar]

Great content as usual James! That tiny bit of Scottish at the end was good!! 😄