[packetlost]

It's consolidating into fewer, higher value assets. Over 40% of the S&P500 is in companies that are heavily (potentially over) invested in AI.

[aspenmartin]

tech companies have grown disproportionately to other industries, but that says nothing about the growth in other industries

- S&P has a Q1 2026 blended revenue growth of 11.3% according to FactSet - most sectors are growing, not just tech