---
title: "Today’s \"AI Big 10\" (Mag 7 plus Broadcom, AMD and Micron) is 41% of US market cap, which is where all previous major bubbles peaked"
description: "Source: zerohedge, BofA"
---

[Syz The Moment](https://blog.syzgroup.com/syz-the-moment)

# [Today’s "AI Big 10" (Mag 7 plus Broadcom, AMD and Micron) is 41% of US market cap, which is where all previous major bubbles peaked](https://blog.syzgroup.com/syz-the-moment/bofas-hartnett-todays-ai-big-10-mag-7-plus-broadcom-amd-and-micron-is-41-of-us-market-cap-which-is-where-all-previous-major-bubbles-peaked)

 Written by [Charles-Henry Monchau, CFA, CMT, CAIA](https://blog.syzgroup.com/syz-the-moment/author/charles-henry-monchau) | Sep 28, 2026, 3:44:23 PM

[View full post](https://blog.syzgroup.com/syz-the-moment/bofas-hartnett-todays-ai-big-10-mag-7-plus-broadcom-amd-and-micron-is-41-of-us-market-cap-which-is-where-all-previous-major-bubbles-peaked)

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