The inclusion of Palantir, MicroStrategy, and Axon in the Nasdaq 100 indicates a notable shift in the index's composition, highlighting the tech sector's performance amid changing market conditions. MicroStrategy's rise is particularly controversial due to its heavy reliance on cryptocurrency investments, which some see as financially risky and unsustainable. Critics argue that the company's strategies resemble financial engineering rather than solid business fundamentals, raising concerns about volatility and the long-term stability of such practices.