$NVDA
🚨 The heavy concentration of AI stocks currently poses the single greatest risk to the markets, alongside tensions between the US and Iran, and the upcoming legislative elections
Out of every 100 dollars invested in the US stock market, a staggering 42% goes directly into AI equities. If something cracks here, the entire market could collapse
Nvidia alone accounts for more than 8% of the US stock market, and it invests in AI start-ups that use that very funding to buy Nvidia's chips for their data centres
$MU
The catch is that its revenue growth depends entirely on this funding continuing; if it slows down, those revenues could cool off rapidly
As for Micron, it is tied into this landscape even more cleverly, as it supplies the high-performance memory essential for Nvidia's chips, making it the missing link in the chain
Any slump in start-up funding will hit both of them hard, turning the AI boom into an Achilles' heel that threatens the stability of global markets
$AMZN
#USMarketUpdate #Aİ #iran #TRUMP
🚨 The heavy concentration of AI stocks currently poses the single greatest risk to the markets, alongside tensions between the US and Iran, and the upcoming legislative elections
Out of every 100 dollars invested in the US stock market, a staggering 42% goes directly into AI equities. If something cracks here, the entire market could collapse
Nvidia alone accounts for more than 8% of the US stock market, and it invests in AI start-ups that use that very funding to buy Nvidia's chips for their data centres
$MU
The catch is that its revenue growth depends entirely on this funding continuing; if it slows down, those revenues could cool off rapidly
As for Micron, it is tied into this landscape even more cleverly, as it supplies the high-performance memory essential for Nvidia's chips, making it the missing link in the chain
Any slump in start-up funding will hit both of them hard, turning the AI boom into an Achilles' heel that threatens the stability of global markets
$AMZN
#USMarketUpdate #Aİ #iran #TRUMP