Two chip makers, Micron and Nvidia, are expected to supply 36% of the S&P 500's third-quarter earnings growth, by Citadel's count. Aki: out of how many? Bolt: five hundred! 74% of them still growing! Lord Ozen: the index soars, so every stock soars! Aki: index up 2% last quarter. Average stock, down 2%.
By Citadel Securities' count, two chip makers, Micron and Nvidia, are expected to supply 36% of the S&P 500's third-quarter earnings growth, with index earnings forecast up 27% and 74% of companies growing; a rising index does not mean a rising average stock, which fell 2% last quarter while the index rose 2%.
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X · Oct 13, 2026
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