Senin, 28 Juli 2025

The Single-Stock ETF Explosion

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Monday Takeaways: Single-Stock ETFs Signal Speculation Is Back

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Shah Gilani

Shah Gilani
Chief Investment Strategist

ETFs now outnumber individual listed stocks in America...

And the flood of new single-stock ETFs tells us everything about where this market is headed.

We're seeing 2x and 3x leveraged ETFs tracking individual names like Nvidia, Microsoft, and Apple. Plus inverse products for those betting against them.

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What this speculation surge means:

  • Investors want leverage beyond traditional options
  • Risk-on sentiment is dominating market psychology
  • The "passive bid" is creating unprecedented momentum
  • Frothy conditions could drive another leg higher

This week's earnings from Meta, Apple, Amazon, and Microsoft will test whether this speculative appetite can be sustained. These four companies represent nearly 20% of S&P 500 market cap.

Add in a Fed meeting that could surprise with a rate cut and Friday's jobs report, and we have all the ingredients for either a continuation rally or a reality check.

I'll break down what the ETF explosion really means, how to play the speculation without getting burned, and why the "passive bid" could keep pushing markets higher.

Click here or on the image below to understand where this speculation leads.

Cheers,

Shah

Video - Monday Takeaways
 
WATCH THE VIDEO
(WITH TRANSCRIPT)

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