2025-12-19 21:28:34

There's this narrative everyone keeps pushing—the whole stock market's basically riding on a handful of mega-cap tech giants. Sounds reasonable, right?

Except here's the thing. The Russell 2000 is sitting pretty at +13% year-to-date. And check this out: the performance gap between QQQ and IWM? Narrowest it's been in a decade.

So yeah, maybe the tech domination story isn't as airtight as people make it seem. Smaller caps are having their moment, and the market's showing some actual diversity under the hood. Worth paying attention to if you're thinking about rotation strategies or how to position your portfolio.

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WenAirdrop

· 2025-12-22 05:32

Hmm... The rise of the Russell 2000 this time is indeed strong, it feels like the play of small-cap stocks has just begun.

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liquidation_watcher

· 2025-12-22 02:58

Well, the small-cap stocks are indeed doing well this time, but don't be misled.

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GasWrangler

· 2025-12-19 21:55

ngl, everyone fixating on the mega-cap narrative is basically just lazy analysis. if you actually dig into the data—which most people don't—the russell 2000's 13% ytd speaks for itself. the qqu/iwm spread hitting decade lows? that's empirically proven broadening, not some narrative copium.

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FUDwatcher