Wasteland Capital @ecommerceshares · 29 Jan 2026
The large caps now at +211%, up from +160% three weeks ago. Big bumps from both $MU (+53% YTD and now +413% total), and $BABA (+19% YTD), while $GOOG is #2 Mag 7 YTD. This type of returns on mega caps in a bit over a year (with the S&P500 +17-18%) seems like pretty solid Alpha. https://t.co/oYnQeuQ6a9
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