James St. Aubin on AI Concentration Risk — Featured in The Armchair Trader
In an environment where infrastructure spending runs into the trillions and some companies now command multi-trillion dollar valuations, the question isn’t just “Is AI transformative?” but “How mindful are we of the risks that come with narrow dominance?”
The latest piece from The Armchair Trader highlights a growing concern in today’s markets: the extreme concentration of value in a handful of AI-focused technology companies. As James notes, the “Magnificent Seven” now account for more than a third of the S&P 500, a level of concentration that brings its own risks.
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The thoughts and opinions expressed in the article are solely those of the person speaking as of 11/14/2025, and are provided for informational purposes only. Any opinion or estimate contained in this article is made on a general basis and is not to be relied upon by the reader as advice. The reader must make his/her own assessment of the relevance, accuracy, and adequacy of the information contained in this article, and make such independent investigations as he/she may consider necessary or appropriate for the purpose of such assessment.
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