The Tech Bubble Is Just Starting
https://youtu.be/sNbb2hP7t4A Stocks finally got the pullback everyone has been begging for. Gianni Di Poce thinks you should buy it. The S&P 500 futures hit a new all-time high overnight before giving back gains from Monday and most of Friday. OpenAI missed revenue and semiconductors dropped 3.6% on the day. None of that changes Gianni’s thesis. He believes tech is going dramatically higher from here. His reasoning is structural. Tech currently makes up just 30 to 33% of the S&P 500, with the Mag 10 names accounting for roughly 40% of the index. Compare that to Taiwan, where tech is 85% of the country’s index. The Netherlands sits above 50%. Historical bubbles, from railroads to energy, all saw their dominant themes exceed 50% of the index before peaking. Gianni expects tech to eventually become 60 to 80% of the US market. Tonight’s video lays out the immediate setup driving his call: