Concentrate to Get Rich (or Poor)

These are the recent maximum drawdowns for a handful of giant technology stocks: Oracle -46% Meta -25% Netflix -30% Nvidia -17% Broadcom -21% AMD -25% Sans Netflix, these are some of the biggest names in the AI trade. This is what everyone has been worrying about for quite some time now. What happens when the AI trade unwinds? These companies are worth a combined ~$9 trillion in market cap. Surely the stock market is fa...