I think it can hold for now, b

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D1ane
09-15 19:21

I think it can hold for now, but the margin for error is shrinking. If AI companies are only delivering ~half the S&P 500’s earnings growth, today’s valuations become harder to justify. The bull case needs AI earnings to accelerate from here—not just meet expectations. If growth disappoints, that concentration could become the market’s biggest risk. 👀

# Cybersecurity Stocks Surge — Can AI Security Become the Next Major Theme?

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