Core Viewpoint - The article discusses the declining free cash flows of the Nasdaq 100, attributing this trend to margin pressures from increasing capital expenditures and stock-based compensation [1]. Group 1: Financial Performance - Nasdaq 100 is experiencing a decline in free cash flows due to rising capital expenditures [1]. - The pressures on margins are primarily driven by increased stock-based compensation [1]. Group 2: Analyst Background - The author has 15 years of experience in investing and analyzing Asian and Global markets, previously serving as Head of Financial Markets at Fitch Solutions [1]. - The author operates Icon Economics, a macro research company focused on contrarian investment ideas across various asset classes [1].
QQQ: Ignore The Strong GDP Print, Sales Growth Is Falling Fast
Seeking Alpha·2026-01-02 20:17