Here is a number worth sitting with: strip Nvidia and Micron out of Q1 S&P earnings and overall S&P earnings growth drops to roughly 3%. That came from James Lebenthal in a recent interview, and I haven’t stopped thinking about it since. Tech is expected to grow earnings roughly 30% this year, and virtually all ... Lebenthal: NVDA and Micron account for nearly all S&P tech earnings growth