Just 10 Stocks Now Make Up Over Of S&P 500—Surpassing Dot-Com Bubble Levels - Alphabet (NASDAQ:GOOGL)
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Summary
The 10 largest stocks now account for 41% of the S&P 500's market value, as investor money continues pouring.
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Despite GB being inverse BG - we share alot of opinions including this one. Memory & power are also constraints. It doesn’t mean stocks can’t enter a bubble - but these constraints limit overbuild for next couple years. 🧐👊 https://t.co/eoGelikqeJ
— Brad Gerstner (@altcap) May 20, 2026
$DRAM refers to the Roundhill Memory ETF (a memory/storage chip ETF). It is highly concentrated in companies like Samsung, SK Hynix, and Micron, primarily tracking memory-related stocks such as DRAM and HBM.
— OwenCarter (@OwenCarter_k) May 21, 2026
Samsung Electronics (005930.KS) and SK Hynix (000660.KS) have recently… pic.twitter.com/UKOLw45Cit