Here's Matt Levine from Bloomberg saying something along the lines of "lol, obviously the indices have to do this, they'll look like fools if they don't because these will be the biggest companies on the market". He famously spends much of his time making fun of Musk, but seems to reject the idea of his influence here.
https://www.bloomberg.com/opinion/newsletters/2026-05-26/ind...
Perhaps you can provide a single counterpoint? I can't find the columns you refer to.