Ed Zitron · Where's Your Ed At· Ed Zitron·· 24 d agoAI score36
AI Had Better Work Out: Quantifying the AI Bubble's Global Concentration Risk
AI Had Better Work Out
AI summary
Apollo chief economist Torsten Slok warned that "this AI thing better work out," and Ed Zitron quantifies how hard that will be. NVIDIA, Google, Amazon, Meta, Microsoft, Broadcom, Micron, AMD and CoreWeave make up about 46.5% of the NASDAQ 100, and corporate equities hit 37.9% of US household wealth in Q2 2026, the highest on record since Q4 2000.
Source:Ed Zitron · Where's Your Ed At · wheresyoured.at