I’m counting my breaths today because I tried to escape the “warmth of collectivism” in New York City by getting my run in early. But no luck!
The temperature topped 80 degrees at 5:30 am! And I’ve been running (and sweating) ever since...
From an appearance on Varney & Co. to The JD Durkin show and soon to our studio before ending the day with an appearance on Kudlow & Co. at 4 pm ET.
Yes, the holidays are when the B-team get lots of playing time. But we’re the A-Team at The Big Skinny! And we’re coming in hot for today’s episode at 2 pm ET.
Tune in or you’ll miss out…
Giphy
The Mag 7 $MAGS ( ▼ 0.34% ) are lagging… and that might be the best thing that’s happened to this bull market in months.
Why? Because healthy bull markets don’t live and die on seven stocks forever.
Eventually, leadership broadens. Earnings growth spreads. More stocks participate. And that’s exactly what we’re starting to see.
Today, we’ll break down:
📉 Why the Mag 7 selloff is a rare buying opportunity
📊 Why every mega-cap tech stock doesn’t deserve your money
📈 Why improving market breadth annoys the hell out of the bears
💡 And the smartest investments to play the broadening rally
We’ll also be joined by Barron’s Josh Schafer to dig into Meta’s $META ( ▼ 0.86% ) whacky AI cloud ambitions, the risks behind selling “excess compute,” and why Progress Software $PRGS ( ▼ 1.46% ) may be a smarter AI-adjacent opportunity than investors realize.
Then, in our beloved Headlines & Headscratchers segment, Dodd and I will hit:
🧬 Gain Therapeutics’ $GANX ( ▼ 0.71% ) FDA clearance for GT-02287 for Parkinson’s
🧪 The building biotech breakout for $IBB ( ▲ 0.4% ) and $XBI ( ▲ 0.35% )
🤖 Why AI sales may finally be justifying the data-center spending boom
🎉 And more!
The bears want you focused on Big Tech weakness. We’re focused on what matters more:
The bull market is broadening.
No fluff. No Mag 7 panic. Just the facts, the data, and the trades worth watching.
🎥 Tune in LIVE at 2 PM ET. All filling. Zero fluff.
As always, we’ll be taking your questions live and sharing one key chart and at least one investment you should focus on right now.
For entertainment/educational purposes only. Not financial, legal, or tax advice; not a recommendation or solicitation. Terms & Conditions: TheBigSkinny.com.
