Citadel Rubner: The “AI Bubble” bubble may have burst… Yardeni calling MAG 7 run over, they will underperform the rest of $SPX
The "AI Bubble" bubble may have burst. Citadel Rubner pic.twitter.com/dbrRsC9d8R — Mike Zaccardi, CFA, CMT 🍖 (@MikeZaccardi) December 8, 2025 ETF activity has normalized after November’s spike. On November 20th, ETFs accounted for 41% of total equity volume (a 98th-percentile reading) but volumes have since reverted to the 28% 1-year average. This suggests less aggressive …