Mega cap growth and tech positioning is very, very long but not quite at the extremes seen post-COVID crash, per Deutsche Bank
https://x.com/Mayhem4Markets/status/1767129110252290130?s=20
Talk about concentrated. The 10 largest stocks in the S&P 500 make up 33% of the weighting in the index and 25% of total earnings
https://x.com/Mayhem4Markets/status/1767128739568038116?s=20
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