Episode Details
Back to Episodes
Super Brief: 18.45% and Counting — Super Brief
Published 1 month ago
Description
18.45% and Counting. Semiconductors are 18.45% of the S&P 500, up more than 400 basis points since year-end and double the 2024 weight. Roll in adjacent tech hardware and you reach 29%, three points past the August 2000 peak. The index manages $7.5 trillion in passive capital, and every dollar of inflow now buys semis a