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What Happens If (When) the AI Bubble Bursts?
This week's episode asks the question every index fund investor is quietly avoiding: what happens when Silicon Valley's favorite money-burning machine finally runs out of fuel? Tech giants now make up 35% of the S&P 500 — the same nosebleed concentration level we saw right before the dot-com crash in 2000. History doesn't repeat, but it sure does rhyme, and this time the rhyme comes with a trillion-dollar chatbot bill.
We dig into whether AI is the real deal or just the market's newest excuse to ignore gravity, and what it means for your 401(k) if the whole thing comes crashing back to earth…
The skinny
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