Your index fund is a tech fund.
Broader technology is now 51% of the S&P 500 market cap. Half the entire index. In 2006 it was a fraction of that. Financials, health care, energy, everything else got squeezed into the other half.
Buy the S&P 500 and you are buying one sector… pic.twitter.com/8uUsXR7033
— Kurt S. Altrichter, CRPS® (@kurtsaltrichter) September 21, 2026
The AI buildout is running into a wall:
“Data Center Watch said some 45 data center projects worth $68 billion were blocked or delayed by local pushback between April and June this year, more than half of all new large-scale developments they began tracking during the period.” 👇🏼https://t.co/lLHQMAdQVv pic.twitter.com/jj0Dh2pH98
— Kalani o Māui (@MauiBoyMacro) September 21, 2026
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