AI megacaps have driven an extreme, 1990s-style bubble-like rally that leaves the broader market flat, creating the most theme‑concentrated…

Закрепи.sender (@heartysender), May 31, 2026, 17:31 UTC

AI megacaps have driven an extreme, 1990s-style bubble-like rally that leaves the broader market flat, creating the most theme‑concentrated US stock market since the railroad era. - 𝕏/@biancoresearch 🏷️ AI, Markets 🕵️ @PeterMM

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