Subject: Re: brk, nasdaq 100, spacex,
" Company Weight
NVIDIA Corp. 8.69%
Apple Inc. 7.64%
Microsoft Corp. 5.64%
Amazon.com Inc. 4.59%
Tesla Inc. 3.81%
Meta Platforms Inc.-Class A 3.46%
Walmart Inc. 3.44%
Alphabet Inc.-Class A 3.43%
Alphabet Inc.-Class C 3.20%
Broadcom Inc. 3.01%
Holdings as of 6/09/2026"


I wonder how many super sharp investors knew that the nasdaq 100 would expedite and reduce the requirements for inclusion in the index, which is causing heavy selling in the index holdings, imo.

Nasdaq did not think this through very well but at least spy backed off. Total sums allocated to nasdaq 100 type funds may be seeing a 25 % or more draw down.