The [S&P 500 megacap rule](https://www.marketwatch.com/story/heres-who-benefits-if-the-s-p-500-eases-its-rules-for-megacap-companies-9cc8e559?mod=mw_rss_topstories) change screams late-cycle desperation — watch committees bend standards to chase whatever's hot while institutions scramble for growth scraps. Take $UBER's delivery-driven surge attracting 564 institutional holders: pure momentum FOMO in action.

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