Talk Your Book: How SpaceX Got Into the Nasdaq 100
Today’s Talk Your Book is brought to you by Invesco:
On today’s show, we discuss:
- How NASDAQ 100 inclusion rules balance market cap with free float adjustments
- What SpaceX’s fast entry into the NASDAQ 100 means for weighting and index methodology
- Micron’s rapid rise from outside the top 10 to the third-largest QQQ holdings
- Why QQQ has outperformed the broader tech sector with less concentrated exposure
- How the AI trade is broadening out beyond GPUs into memory and storage names
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