Control Panel: AI impacts the economy and markets

[captainccs]

@tjscott0

The US stock market has continued to become increasingly more concentrated as the valuations of the largest of the mega-cap stocks become an increasingly larger percentage of the market. Not only is the market increasingly concentrated in only a few stocks, but eight of the 10 largest stocks by market capitalization are directly tied to the artificial intelligence buildout boom.

That’s the diagnosis. What’s the recommendation?

The Captain