🎯 Disruption Matrix
AI Exposure vs. Disruption Velocity — Where does each company stand?
📊 Performance since ChatGPT Launch
Stock price changes since November 30, 2022 - Market Cap in USD - updated daily
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📈 AI Dominance in S&P 500
According to JPMorgan since ChatGPT Launch (Nov 2022)
"A top Wall Street analyst has sounded an alarm over the U.S. equity bull market, warning that its remarkable run is built on a precariously narrow foundation: a surge in spending on, and optimistic assumptions about, infrastructure for artificial intelligence (AI). This spending has fueled a boom in the shares of most of the so-called Magnificent 7 and a few dozen related businesses, which have now come to account for roughly 75% of the S&P 500's returns since the rally of the last few years began."
75%
of S&P 500 Returns
80%
of Earnings Growth
90%
of CapEx Growth
Source:
Fortune / JPMorgan Analysis