CryptoWorld News reports that XBIT DEX stated that since November 2022, 41 AI stocks have accounted for 70% of the gains in the S&P 500 index, and the concentration of AI in the index has only just reached 45%. By comparison, technology and telecommunications had reached a concentration of 41% during the dot-com bubble. Notably, OpenAI, Anthropic, and XAI have not yet been publicly listed, and the concentration of AI stocks has only just begun to rise.

View Original
This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.
  • Reward
  • 6
  • 1
  • Share
Comment
Add a comment
Add a comment
GasFeesWithAPomeloFlavor
· 3h ago
The telecom technology bubble is only at 41%, now at 45% and still saying it's just the beginning, I know this script well.
View OriginalReply0
Stop-LossLineForTheEveningGlow
· 10h ago
November 2022, just around the time ChatGPT was released, the timeline lines up.
View OriginalReply0
GateUser-f4ae43e9
· 12h ago
If this concentration continues to rise, the S&P 500 might as well be renamed Mag7+AI friends.
View OriginalReply0
MarginMoth
· 12h ago
Remember to stock up on blood pressure medication in advance for the day OpenAI goes public.
View OriginalReply0
TheHiddenRisksBehindApy
· 16h ago
The AI concentration ratio of 45% has already surpassed the 41% during the internet bubble; how big was that bubble?
View OriginalReply0
PrivateKeyInAGlassBottle
· 16h ago
Traditional investors think buying the S&P 500 diversifies risk, but ended up going all-in on AI.
View OriginalReply0
  • Pinned