The S&P 500 has climbed in recent years and finished 2025 with a 16% gain, and growth stocks have fueled the momentum. This has led to high valuations, especially among growth stocks.
Source: https://www.fool.com/investing/2026/01/22/3-dirt-cheap-stock…
Nvidia has about 86% market share in AI data center processors. The top tech companies will spend up to $650 billion on AI infrastructure this year.
Vanguard research says high-quality U.S. bonds could be a better investment than U.S. stocks for the next five to 10 years.
The 8 “big and rich” tech stocks ARE the stock market (37% of the S&P 500), but indexation reduces long-term stock-picking value. My technical analysis of these is thus for shorter-term, tactical trading, viewing the giants as too overvalued for long-term holding.
