---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000770195.md"
description: "Chips at 19.7% of the S&P screams concentration risk. If Burry’s right about an AI bubble, Nvidia, Tesla, and Caterpillar could get hit hard. I’m trimming into the euphoria and waiting for a cleaner entry after payrolls/data."
datetime: "2026-07-01T05:33:13.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000770195.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000770195.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000770195.md)
author: "[CP](https://longbridge.com/en/profiles/16124207.md)"
generator: "portal-rs"
---

# Chips at 19.7% of the S&P screams concentratio…


### Related Stocks

- [TSLA.US](https://longbridge.com/en/quote/TSLA.US.md)
- [NVDA.US](https://longbridge.com/en/quote/NVDA.US.md)
- [CAT.US](https://longbridge.com/en/quote/CAT.US.md)
- [.SPX.US](https://longbridge.com/en/quote/.SPX.US.md)
- [NVD.DE](https://longbridge.com/en/quote/NVD.DE.md)

---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**