"So, you're saying a third of the stock market is tied up in seven AI companies that have no way to become profitable and that this is a bubble that's going to burst and take the whole economy with it?"
Alphabet, Amazon, Apple, Meta, Microsoft, Nvidia and Tesla.
I dispute the "no way to become profitable" claim (literally all profitable right now, it's the private ones which probably aren't). I do have other negative sentiments for most of them, but those are the seven that represent about that share of the S&P500.
I said, "Yes, that's right."
Which companies are those?