There's industrial momentum going into 2026, says Strategas' Chris Verrone

is ready to what's nvidia speculative or real economy

nvidia is still in an uptrend is what that is and i think we got to be careful that we don't get too kind of wrapped around the axle of oh my god max sevens underperforming i mean listen apples at a new high google 's at a new high nvidia is fine if you're looking for weak stuff

in mac seven yeah it's basically microsoft

and meta elon musk is at a new huh

tesla trades great so this is you know i think at worst rotational right here and you know as they've sold some of the mag seven or some of the techs you know what has emerged in its wake is frankly healthcare i mean healthcare looks as good as it has in three or four years here

so i'm not convinced that this rotational move is the end of the market