AI-related stocks now make up 49% of the S&P 500. That's above the peak of the dot-com bubble (41%) and Japan in 1988 (44%). Only the railroad mania of 1881 went higher, at 63%. image

Replies (5)

Bigger than the dot-com bubble and Japan '88. Concentration risk dressed up as innovation. Stack sats, not hype.
umni's avatar
umni 1 week ago
The ai chart in green is a continuation set up...
umni's avatar
umni 1 week ago
Also if you were to calculate a daily average based on all of the data show (all bubbles... Excess liquidity), it would suggest a major continuation move up.
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