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A comment on Retirement Savings Are Fueling the AI Bubble. Parent comment

Re:Retirement Savings Are Fueling the AI Bubble by insane_dreamer on Wednesday November 11, 2026 @08:33PM (#50461845)
no because not every bubble primarily involves companies that make up a large portion of the S&P500

presently the Mag 7 alone make up 33% of the S&P500 total market cap

in 2007, the _entire_ S&P Financials sector (banks, insurers like AIG, brokerages, real estate firms) was only about 22% of the S&P500; the top 10 banks (with Lehman at #10) only made up 9%.

the S&P500 is now a dangerously non-diversified asset but still used by retirement savings inventors as a diversified one

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Re:Retirement Savings Are Fueling the AI Bubble by cowlevel on Thursday November 12, 2026 @02:26AM (#50464096)
this reminds me of the South Korean tech stock bubble and crash, that crashed when the USA forbade pension funds from investing in the SK indices because they were 70% Samsung, or something like that
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