@blueprintsmb22 · Long SPX

Yes the index is a de facto way to get long this secular theme of AI. It’s pretty neat unless the bubble crashes but the reality is the AI stocks are way cheaper than 6 months ago as multiples have compressed

Kurt S. Altrichter, CRPS®@kurtsaltrichter

Your index fund is a tech fund. Broader technology is now 51% of the S&P 500 market cap. Half the entire index. In 2006 it was a fraction of that. Financials, health care, energy, everything else got squeezed into the other half. Buy the S&P 500 and you are buying one sector

Read asLong SPX

Since the call—

#138 of 176 rankedThe analyst's rank today

High · 0.94Confidence

Tue, Sep 22Tweeted

Wed, Sep 23 closeCounted from

1% of the basket · day 27fades out by Nov 3

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#382

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#138

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