Maverick Equity Research (@maverickequityresearch): "Hyperscalers ROIIC (return on incremental invested capital): it is now BELOW others’ (S&P 500 excluding hyperscalers) for the first time since 2022 … hmmm … P.S. way more in my futured dedicated report: ✍️ Is AI in Bubbly Territory Free to subscribe = free to enjoy! …"

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Maverick Equity Research 4d

@maverickequityresearch

Hyperscalers ROIIC (return on incremental invested capital):

it is now BELOW others’ (S&P 500 excluding hyperscalers)
for the first time since 2022 … hmmm …

P.S. way more in my futured dedicated report:

✍️ Is AI in Bubbly Territory

Free to subscribe = free to enjoy!

maverickequityresearch.…

With respect,

Mav

Maverick Equity Research

Stock Market Concentration in 2 charts:

👉 chart 1 — peak concentration levels of major bubbles are >40%:

AI big 10 as a % of S&P 500 = 41% right now
63% was the highest with Railroads a very very very long time ago)

May 11

at

6:20 PM

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