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Stock Market Rally: Fundamentals vs FOMO
Many Happy Returns
The Impact of AI on Stock Prices
I don't think it's really going to eat into those kind of margins. What drives the stock prices is the annual increase in profit. So if it is the physical stuff, which is doing well right now, that's where the earnings growth will be. But coming back to the concentration thing, I think that's not healthy. And I think what's likely to happen is this will create some kind of revolution somewhere where there is a kind of breakout sector that nobody would have thought of. That's what usually happens. It probably won't be the mega cap companies, which actually control that.
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