The Hidden Rotation From Nvidia to Berkshire

The S&P 500 is at 7,267 and the Nasdaq above 25,000, yet the Russell 2000 is down 2.3% in five days. Lucas and Luna unpack the widening gap between Big Tech and everything else—and what KKR's warning about an 'extreme' AI productivity boom means for investors. They trace the rotation from NVIDIA's $200 level to Berkshire Hathaway's growing cash pile and discuss why the VIX at 20.89 with the VVIX spiking 11.7% signals a shift in market dynamics, not fear. Specific examples include the divergence between Apple's 291 handle and Microsoft's 397, the small-cap selloff, and what Citigroup's outperformance amid political noise tells us about value rotation. No fluff—just the numbers and the narrative that matters for June 11, 2026. #StockMarket #Nasdaq #VIX #SmallCaps #NVIDIA #BerkshireHathaway #KKR #AIBoom #Rotation #ValueInvesting #Russell2000 #Apple #Microsoft #Citigroup #Finance #Investing #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo