
NVIDIA’S FIRST QUANTUM COMPUTING DAY, $4.5T QUAD WITCHING, EUROPEAN BANKS BEAT TECH STOCKS BY 34%
By Nigam Arora & Dr. Natasha Arora
To gain an edge, this is what you need to know today.
Fed Rethink
Please click here for a chart comparing Nasdaq 100 ETF (QQQ) to European financials ETF (EUFN).
Note the following:
- When 2025 started, investors were rushing headlong to buy tech stocks. Investors were also selling European financial stocks.
- The chart is an eye popper – the opposite of the prevailing wisdom from early 2025 has happened. The chart shows in 2025 European financials have outperformed tech stocks, represented by QQQ, by 33.88%.
- Members of The Arora Report who follow ZYX Allocation have profited from the move in European financial stocks.