JPM: High crowding lends risk to stocks not involved in AI
CNBC Televisionยท2025-07-21 18:52
Free fall. He notes that some stocks face what he calls extreme crowding right now, driven by a combination of the Goldilocks outcome we just talked about. Everything is awesome and exhaustion from worrying about tariffs.Now gives you this rather amazing stat quote. This crowding is particularly unsustainable as it soared from the 25th percentile to the 100th percentile in just three months. That's the rebound off the lows.That is the fastest in 30 years. So folks that's a warning. But this is also all happ ...