Hi, Shrewd!        Login  
Shrewd'm.com 
A merry & shrewd investing community
Best Of BRK.ABest OfAll BoardsThe Shrewd’m WeeklyLearn to InvestHow to Become Shrewd
Search
Shrewd'm.com Merry shrewd investors
Search
Best Of BRK.ABest OfAll BoardsThe Shrewd’m WeeklyLearn to InvestHow to Become Shrewd


The week's question
In March 2025, in the thread "Re: OT, out", Umm asked the members: "Do you think it is because America is made up of magical soil that makes businesses based in America magically profitable?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.
Answer this questionContinue to Shrewd'mThis note won't appear again
Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)
Unthreaded | Threaded | Whole Thread (2) |
Author: unquarked   😊 😞
Number: of 22353 
Subject: Re: OT: tech sector
Date: 06/14/24 11:53 PM
Post New | Post Reply | Report Post | Recommend It!
No. of Recommendations: 1
They note that the Technology sector now represents 30.6% of the market cap weight of the S&P 500 now (highest since 2000). From 2002-2019 the fraction mostly hovered pretty consistently around 15.5%-16%, give or take a percent, so it has basically doubled from what was normal for a long time.

I wonder how much of the cap weight preponderance is owing to the advent of AI, a technology that inspires fearful anticipation in the 99.9...9% who aren't attempting to financially exploit it.

Unq
Post New | Post Reply | Report Post | Recommend It!
Print the post
Members reply directly to unquarked here — and replies get answered. Reading is free; so is joining the conversation. Join Shrewd'm »
This community has written 21,861 posts about Berkshire Hathaway. The article-length ones it recommended most:
BRK: Why Not XOM? · 62 recs · 2024
Second quarter comments · 60 recs · 2023
Berkshire's Profit Contributors · 58 recs · 2023
Summary of 2Q 2026 · 55 recs · 2026
3Q Summary · 53 recs · 2024
Unthreaded | Threaded | Whole Thread (2) |


Announcements
Berkshire Hathaway FAQ
Contact Shrewd'm
Contact the developer of these message boards.

Best Of BRK.A | Best Of | Favourites & Replies | All Boards | Followed Shrewds | Open Questions | Moving a community