"Only 2 companies🚨have contributed 34% of the S&P 500's earnings growth.Q3 earnings are expected up 30% YoY, but Nvidia & Micron drive 34% of it. 10 companies🚨= 2/3. The other 490?🚨A paltry 10%.A rally this narrow is not breadth, it's a concentration bet."-Nic"This time,🚨the sector at risk is our #economy’s growth engine -the handful of cos most exposed to the #AI build-out now comprise🚨~1/3 of the entire S&P 500."-NYT🎁#Tech #DataCenters #Broligarchs #USPolhttps://www.nytimes.com/2026/10/25/opinion/ai-bubble-financial-crisis-lehman.html?unlocked_article_code=1.LVE.JXDm.CJvgUfJl8mQt&smid=url-share
"Only 2 companies🚨have contributed 34% of the S&P 500's earnings growth.Q3 earnings are expected up 30% YoY, but Nvidia ...
