**AI Big 10 Reach Record Share**

The **“AI Big 10” now accounts for a record 42% of US stock market cap**, including the Magnificent 7, **Broadcom** **$AVGO**, **AMD** **$AMD**, and **Micron** **$MU**.

This figure has **more than doubled since the 2022 bear market low**. The **2000 Dot-Com Bubble** saw the Technology, Media & Telecom sector peak at **41%**, while the Nifty Fifty peaked at **40%** in the **1970s**.

**Japan’s** equity bubble peaked at **44%** in the **1980s**. Only railroad stocks have significantly exceeded this concentration, reaching **63% of US market cap** at their peak in the **1900s**.

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