Tech/Disruption is all there is! (Patreon)

Tech stocks aren’t just part of the market — they are the market.

Today, technology makes up a record 37% of the total U.S. stock market. That share has doubled in just five years. It now sits 4 percentage points above the Dot-Com Bubble peak of 2000. But don't freak out.. this is AI this is not DotCom.

Globally, tech stocks outside the U.S. represent ~11% of total market value, the highest in four years.

This is not the end of the story — it’s just the beginning. At the current pace, I BELIEVE technology/Disruption/AI will dominate 60% of the U.S. stock market within a few years.

technology/Disruption/AI is all that matters.