Just 10 stocks now make up 39% of the entire S&P 500.
The US economy is now basically <10 companies doing billion-dollar AI deals with each other with fake money.
The S&P 500 isn’t a US economy index anymore, it’s a low-leveraged AI beta play.
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Just 10 stocks now make up 39% of the entire S&P 500.
The US economy is now basically <10 companies doing billion-dollar AI deals with each other with fake money.
The S&P 500 isn’t a US economy index anymore, it’s a low-leveraged AI beta play.