ืฉืจืช ื”-MCP ื”ืจืฉืžื™ ืฉืœ OpenTG ื›ื‘ืจ ื›ืืŸ ๐ŸŽ‰

ื ืกื• ืื•ืชื•

๐Ÿ“ˆ AI Stocks Drive Market Since the start of 2024, 42 AI stocks have generated 67% of the S&P 500โ€™s p

Venture Capital

Venture Capital

@venture

The official channel of V3V Ventures. We share updates on our investments, portfolio companies, and fund activities. Buy Ads: @strategy (this is our only account).

2,030,135 ืžื ื•ื™ื™ื
ืคืชื— ื‘ื˜ืœื’ืจื
๐Ÿ“ˆ AI Stocks Drive Market

Since the start of 2024, 42 AI stocks have generated 67% of the S&P 500โ€™s price return, contributing 22 percentage points of its 33% gain. The other 458 stocks added 11 percentage points.

The AI basket also accounted for 58% of earnings growth and 81% of CapEx and R&D growth. The rest of the index contributed just 20% of CapEx and R&D growth.

Only 29% of stocks outperformed the S&P 500 over the last 3 years, near the ~25% low during the 2000 Dot-Com Bubble. AI is all that matters.

โœ”๏ธ @venture
ืคืชื— ืืช ื”ืคื•ืกื˜ ื‘ื˜ืœื’ืจื