Some thoughts on the bubble theory.
Goldman Sachs: If macroeconomic uncertainty eases, the market is likely to see an overall rally, and stocks that have recently underperformed may be able to catch up with a “relief rally.”
Bank of America: Today’s “top 10 AI giants” (the seven giants, plus Broadcom, AMD, and Micron) account for 41% of the total market value in the United States—this is the level seen at the tops of major bubbles in previous cycles.
UBS: Artificial intelligence remains the dominant theme for the market; it favors large-cap growth stocks rather than small-cap stocks.$MU $SNDK
Goldman Sachs: If macroeconomic uncertainty eases, the market is likely to see an overall rally, and stocks that have recently underperformed may be able to catch up with a “relief rally.”
Bank of America: Today’s “top 10 AI giants” (the seven giants, plus Broadcom, AMD, and Micron) account for 41% of the total market value in the United States—this is the level seen at the tops of major bubbles in previous cycles.
UBS: Artificial intelligence remains the dominant theme for the market; it favors large-cap growth stocks rather than small-cap stocks.$MU $SNDK