Another day, another record:
US technology stocks now reflect a record 38% of total US stock market cap.
This percentage has DOUBLED since 2020.
For context, this percentage peaked at ~33% during 2000 Dot-Com Bubble.
Meanwhile, global tech stocks ex-US make up ~12% of the global market ex-US.
This percentage is still below the 2021 and 2000 highs.
US tech is absolutely massive.