10 companies tied to AI infrastructure—including Nvidia, Microsoft, Alphabet, Amazon, Meta, and Broadcom—now command a staggering 41% of the total value of the S&P 500 and with SpaceX IPO'ing at 2 Trillion, i'm pretty sure Anthropic and OpenAI will IPO at crazy valuations too regardless of the financials
There is soo much tied to AI equity valuations and AI debt, it will continue to grow and yes there will be a blow-off top, but there will be a bailout!








