The S&P 500 concentration in AI stocks is now 49% of the index
This is the highest concentration since the railroad bubble in the 1800s
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This is the highest concentration since the railroad bubble in the 1800s
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Tech now accounts for 60% of the Stock Market, the largest market concentration in history
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Media is too big
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Breaking: Minneapolis Antifa member Isaac Auman Sant was arrested after he was indicted for allegedly being part of the violent conspiracy to attack and impede federal officials in the Twin Cities. He's a secret contributor to the Antifa terror collective, Crimethinc. and uses the aliases "Isaac Datto" and "Ike."
Video posted on Instagram:
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Video posted on Instagram:
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The Democrats are underperforming with Hispanics and 18-29 year old voters relative to Trump’s 2024 radical coalition shift.
Trump’s GOP is +5 with Hispanics and +3 with 18-29 relative to 2024, leaving the GOP poised to expand gains with further right candidates.
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Trump’s GOP is +5 with Hispanics and +3 with 18-29 relative to 2024, leaving the GOP poised to expand gains with further right candidates.
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The Deputy Prime Minister is reminding everyone that Scotland is a tolerant and inclusive society.
In leftist doublespeak, this means placing this community above the Scottish people.
It shields them from criticism and ignores their wrongdoings because holding any member accountable supposedly stains the entire group, and the community’s sanctity places it above scrutiny.
It also means locals must accommodate every cultural demand, including wearing the hijab apparently (hail Western feminism).
Assimilation is a one-way obligation where you adapt to the newcomers.
They have no duty to adapt to you, because your culture either doesn’t exist or is evil by definition.
Capitulation dressed up as virtue.
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In leftist doublespeak, this means placing this community above the Scottish people.
It shields them from criticism and ignores their wrongdoings because holding any member accountable supposedly stains the entire group, and the community’s sanctity places it above scrutiny.
It also means locals must accommodate every cultural demand, including wearing the hijab apparently (hail Western feminism).
Assimilation is a one-way obligation where you adapt to the newcomers.
They have no duty to adapt to you, because your culture either doesn’t exist or is evil by definition.
Capitulation dressed up as virtue.
🄳🄾🄾🄼🄿🤖🅂🅃🄸🄽🄶
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Media is too big
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White woman goes off on a black man for disruptively playing music in the waiting room of a doctor’s office, and he threatens to have her beaten up.
“You don’t know how to act in public. You’re like 50 years old.”
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“You don’t know how to act in public. You’re like 50 years old.”
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Crucifix remains standing after a storm ripped through Chicagoland in Indiana.
Drone footage captured the wreckage with the crucifix standing tall in the middle.
Awesome.
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Drone footage captured the wreckage with the crucifix standing tall in the middle.
Awesome.
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JUST IN - VP Vance on Iran deal: "It says, one, Iran can’t have a nuclear weapon, two, the Straits of Hormuz are open, and number 3, there are all of these benefits contemplated that the Iranians can get if they behave... If they don’t behave, they don’t get anything."
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The AI revolution needs more funding:
Net equity issuances are estimated to rise to ~$200 billion in 2026 and surge +500% YoY in 2027, to ~$1.2 trillion, according to JP Morgan.
This includes IPOs, secondary offerings, and other share sales after accounting for buybacks.
Combined, this would be the largest 2-year period of net stock issuance since at least the late 1990s.
This marks a sharp reversal from ~$12 trillion of shares repurchased in the previous 20 years, shrinking the available stock supply consistently each year.
The surge is being driven by SpaceX's, $SPCX, $85.7 billion IPO, the largest in history, alongside upcoming mega IPOs from OpenAI and Anthropic.
At the same time, Alphabet, $GOOGL, Meta, $META, and Oracle, $ORCL, are expected to raise hundreds of billions in secondary share offerings to fund their AI spending plans.
We are about to witness a historic wave of US equity issuance.
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Net equity issuances are estimated to rise to ~$200 billion in 2026 and surge +500% YoY in 2027, to ~$1.2 trillion, according to JP Morgan.
This includes IPOs, secondary offerings, and other share sales after accounting for buybacks.
Combined, this would be the largest 2-year period of net stock issuance since at least the late 1990s.
This marks a sharp reversal from ~$12 trillion of shares repurchased in the previous 20 years, shrinking the available stock supply consistently each year.
The surge is being driven by SpaceX's, $SPCX, $85.7 billion IPO, the largest in history, alongside upcoming mega IPOs from OpenAI and Anthropic.
At the same time, Alphabet, $GOOGL, Meta, $META, and Oracle, $ORCL, are expected to raise hundreds of billions in secondary share offerings to fund their AI spending plans.
We are about to witness a historic wave of US equity issuance.
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