The Crowd Tape
What the street is doing, not what I think
What top X accounts are doing, not what I think
| Accounts | Bull | Neu | Bear | None |
|---|---|---|---|---|
 @bespokeinvestViews › | 0 | 4 | 0 | 0 |
 @GreenbackdViews › | 0 | 2 | 0 | 0 |
 @spotgammaViews › | 0 | 2 | 0 | 0 |
Partly aligned. No clearly opposing views so far.
@bespokeinvestViews ›@spotgammaViews ›@GreenbackdViews ›@bespokeinvest: While the AI space gets pummeled, the rest of the market is surging. The average stock in the S&P 500 is up more than 1% today. S&P 500 Equal Weight $RSP is now up 3% in October versus a drop of 11% for the semis $SOXX. (Neutral)@bespokeinvest: Rotation:
$QQQ down 1.4%
$RSP up 0.4%
Equal Weight is finally catching a bid with AI stocks selling off. (Neutral)While the AI space gets pummeled, the rest of the market is surging. The average stock in the S&P 500 is up more than 1% today. S&P 500 Equal Weight $RSP is now up 3% in October versus a drop of 11% for the semis $SOXX.
While the AI space gets pummeled, the rest of the market is surging. The average stock in the S&P 500 is up more than 1% today. S&P 500 Equal Weight $RSP is now up 3% in October versus a drop of 11% for the semis $SOXX.
Reasoning: Macro
$RSP Equal weight has now beaten $QQQ by 3.1 points over two days. That's the 6th stretch of 3+ points this year. 2020 is the only year with more.
$RSP Equal weight has now beaten $QQQ by 3.1 points over two days. That's the 6th stretch of 3+ points this year. 2020 is the only year with more.
Reasoning: Technicals
$RSP (equal weight S&P 500) has beaten $SPY over four decades but has trailed through to lows in 2000, 2009, 2020 and three times since 2025 to the current low. It's impossible to call a bottom, but when it turns value, SMID and cyclicals will outperform.
$RSP (equal weight S&P 500) has beaten $SPY over four decades but has trailed through to lows in 2000, 2009, 2020 and three times since 2025 to the current low. It's impossible to call a bottom, but when it turns value, SMID and cyclicals will outperform.
Reasoning: Macro
$RSP (equal weight SPX) only down 20 bps today vs -1.5 for $QQQ.
$RSP (equal weight SPX) only down 20 bps today vs -1.5 for $QQQ
Reasoning: Technicals Specific
@Greenbackd: since ~2023 the largest S&P 500 companies have strongly outperformed, shown by the equal weight minus cap weight trailing 12 month return; diversifying away from them has carried a cost.
This chart shows how strongly the largest S&P 500 companies have outperformed the rest since ~2023: Equal-weight S&P 500’s trailing 12-month return − traditional S&P 500’s trailing 12-month return. Diversification away from the biggest companies has carried a substantial performance cost during this period.
Reasoning: Not tagged by analyst
@bespokeinvest notes the S&P 500 Equal Weight ETF $RSP has rallied over the past week while semis $SOXX pulled back, a sign of rotation out of AI into areas that had been very weak. The move coincides with a minor pullback in interest rates.
The S&P 500 Equal Weight ETF $RSP has rallied over the last week, while the semis $SOXX have pulled back. A good way to see market rotation out of AI into other areas that had been extremely weak. Coincides with a minor pullback in interest rates.
Reasoning: Technicals
Fund flows or trade records mentioned in posts reflect only the account’s own claims, are marked “Per the post” and are unverified.