Concentration of AI stocks inside S P 500 hits dot-com bubble peak and Bitcoin miners are now exposed
The story
The 10 largest AI stocks now make up about 41% of the S P 500, according to a BofA Global Research chart circulated online. That puts the AI basket at the same concentration level that tech and telecom reached around the dot-com peak. The BofA chart put the Nifty Fifty at 40% in the 1970s and [ ] The post Concentration of AI stocks inside S P 500 hits dot-com bubble peak and Bitcoin miners are now
From the source
Explore why savvy investors borrow against crypto instead of selling, with insights on liquidity, capital preservation, and portfolio strategy.
Who and what
Key names and topics in this story: Concentration, Bitcoin.
Where to follow next
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