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The Long Road

Two Carry Five Hundred

Oct 14, 2026 · 0:29

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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Carl Quintanilla post: CITADEL: “.. $MU and $NVDA alone account for 36% of expected S&P 500 earnings growth ..”

X · Oct 13, 2026

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