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![djthomas Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::558223071.png) David Thomas [@djthomas](/creator/twitter/djthomas) on x 10K followers
Created: 2025-07-21 19:42:23 UTC

The S&P XXX isn’t what it seems. Strip out $NVDA, $MSFT, $GOOGL, and friends, and Q2 earnings growth drops from XXX% to 3.4%.

That’s not a broad rally — it’s a silicon sideshow.


XXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1947381662293053583/c:line.svg)

**Related Topics**
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[$msft](/topic/$msft)
[$nvda](/topic/$nvda)
[stocks technology](/topic/stocks-technology)
[microsoft](/topic/microsoft)

[Post Link](https://x.com/djthomas/status/1947381662293053583)