According to @StockMKTNewz, among the top 50 largest U.S. stocks, 10 year average annual returns are led by Nvidia (NVDA) up 72.8 percent, Broadcom (AVGO) up 44.6 percent, Apple (AAPL) up 26.4 percent, Microsoft (MSFT) up 26.3 percent, Alphabet (GOOGL) up 23.7 percent, Amazon (AMZN) up 21.1 percent, and Meta (META) up 19.7 percent (source: @StockMKTNewz on X, Nov 27, 2025). For crypto traders, leadership by AI and mega cap tech is a relevant risk gauge because co movement between BTC and U.S. equities has been documented to strengthen in certain regimes and moderate in others (sources: IMF, Crypto Prices Move with Stocks, Jan 2022; Kaiko Research, 2024).

According to @52kskew, S&P 500 E-mini futures ($ES) are showing an after-hours bounce, with BTC bouncing alongside equities in a macro-driven move. Source: X post by @52kskew on Nov 18, 2025. He adds that lower volatility and reduced USD demand tend to support relief rallies in risk assets. Source: X post by @52kskew on Nov 18, 2025. Conversely, sustained volatility and persistent USD demand indicate risk-off conditions where bounces are typically sold. Source: X post by @52kskew on Nov 18, 2025.

According to @KobeissiLetter, the S&P 500 has added roughly $3 trillion in market value from its Oct 10 low after President Trump announced a 100% China tariff (source: @KobeissiLetter on X, Oct 26, 2025). The post characterizes this as the most profitable market on record, signaling extreme risk-on momentum in U.S. equities that traders can benchmark against crypto beta and liquidity conditions (source: @KobeissiLetter on X, Oct 26, 2025). Historical data show BTC and ETH have exhibited periods of positive correlation with U.S. equities during macro-driven rallies, suggesting equity trend and breadth can inform crypto positioning and hedging (source: Coin Metrics research on BTC-equity correlations, 2020–2024). Near term, monitor SPX trend, breadth, and volatility as cross-asset inputs and validate the $3T gain and policy timeline directly from the cited update before adjusting BTC and ETH exposure (source: @KobeissiLetter on X, Oct 26, 2025).

According to @QCompounding, Owner's Earnings equals Earnings Per Share plus Dividend Per Share and is presented as the cash flow available to investors after expenses, source: @QCompounding on X dated 26 Aug 2025. The original Owner's Earnings concept from Warren Buffett instead adjusts reported earnings for non-cash charges and subtracts maintenance capital expenditures and working capital needs, so this simplified formula differs from Buffett's definition, source: Berkshire Hathaway 1986 Shareholder Letter. A yield-based ranking approach can be applied by dividing Owner's Earnings per share by price to form an owner's earnings yield for stock screening, consistent with value strategies that rank by earnings yield, source: Joel Greenblatt 2005 The Little Book That Beats the Market. For crypto traders, shifts in equity cash-flow expectations and risk appetite signaled by such valuation yields matter because Bitcoin's correlation with U.S. equities rose markedly after 2020, increasing cross-asset spillovers, source: IMF Global Financial Stability Note 2022 Cryptic Connections Spillovers between Crypto and Equity Markets.

According to @KobeissiLetter, the top 1% of U.S. households own 51% of equities and the top 10% own 87%, highlighting an accelerating concentration trend that affects market dynamics. According to the Federal Reserve’s Distributional Financial Accounts, ownership of corporate equities and mutual fund shares is overwhelmingly concentrated in the highest wealth percentiles, corroborating the structural skew in equity exposure. According to S&P Dow Jones Indices, periods of mega-cap leadership see the cap-weighted S&P 500 materially outperform the equal-weight version, increasing index-level sensitivity to flows in the largest names favored by wealthier cohorts. According to IMF research, BTC’s correlation with U.S. equities rose significantly after 2020, implying that equity de-risking by large holders can transmit pressure to BTC and ETH during risk-off episodes. According to @KobeissiLetter, traders should position accordingly as concentration trends evolve.