Aug 9, 2025 22:08
The Hater’s Guide To The AI Bubble
The Magnificent 7 stocks — NVIDIA, Microsoft, Alphabet (Google), Apple, Meta, Tesla and Amazon — make up around 35% of the value of the US stock market, and of that, NVIDIA’s market value makes up about 19% of the Magnificent 7. This dominance is also why ordinary people ought to be deeply concerned about the AI bubble. The Magnificent 7 is almost certainly a big part of their retirement plans, even if they’re not directly invested.
Microsoft (18.9%), Amazon (7.5%), Meta (9.3%), Alphabet (5.6%), and Tesla (0.9%) alone make up 42.4% of NVIDIA’s revenue.
わたくしも金融資産だいぶ米国株なのでマジ恐怖。しかしエーアイがなかったらそもそも上がらなかった相場なので、弾けたら五年前に戻ると思えばいいのかもしれない・・・。