AI Industry Bubble and Speculation Concerns

Latest News

10-27

Big Tech to Report Earnings Under Specter of AI Bubble

10-24

21对话｜斯蒂芬·罗奇拉响警报：美股AI泡沫远超互联网泡沫

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离火大运

10-28

The surge in technology and artificial intelligence (AI) has generated comparisons to the exuberant late 1990s internet boom. Valuations are lofty. Headlines ask whether we’re in a bubble reminiscent of the Dot‑com bubble that peaked in March 2000. Yet while caution is warranted, the current wave differs in fundamental ways — and so do the implications. The challenge for investors is to distinguish between speculative excess and genuine structural transformation. The Case for Valuation Caution It’s undeniable: many valuation metrics are at historically elevated levels. For example: • Forward P/E and CAPE (cyclically-adjusted P/E) are near or above previous peaks. • The largest tech companies now occupy a greater share of the market-cap than at the dot-com era’s peak. • Large amounts of

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Valuations are lofty. Headlines ask whether we’re in a bubble reminiscent of the Dot‑com bubble that peaked in March 2000. Yet while caution is warranted, the current wave differs in fundamental ways — and so do the implications. The challenge for investors is to distinguish between speculative excess and genuine structural transformation. The Case for Valuation Caution It’s undeniable: many valuation metrics are at historically elevated levels. For example: • Forward P/E and CAPE (cyclically-adjusted P/E) are near or above previous peaks.  • The largest tech companies now occupy a greater share of the market-cap than at the dot-com era’s peak.  • Large amounts of","listText":"The surge in technology and artificial intelligence (AI) has generated comparisons to the exuberant late 1990s internet boom. Valuations are lofty. Headlines ask whether we’re in a bubble reminiscent of the Dot‑com bubble that peaked in March 2000. Yet while caution is warranted, the current wave differs in fundamental ways — and so do the implications. The challenge for investors is to distinguish between speculative excess and genuine structural transformation. The Case for Valuation Caution It’s undeniable: many valuation metrics are at historically elevated levels. For example: • Forward P/E and CAPE (cyclically-adjusted P/E) are near or above previous peaks.  • The largest tech companies now occupy a greater share of the market-cap than at the dot-com era’s peak.  • Large amounts of","text":"The surge in technology and artificial intelligence (AI) has generated comparisons to the exuberant late 1990s internet boom. Valuations are lofty. Headlines ask whether we’re in a bubble reminiscent of the Dot‑com bubble that peaked in March 2000. Yet while caution is warranted, the current wave differs in fundamental ways — and so do the implications. The challenge for investors is to distinguish between speculative excess and genuine structural transformation. The Case for Valuation Caution It’s undeniable: many valuation metrics are at historically elevated levels. For example: • Forward P/E and CAPE (cyclically-adjusted P/E) are near or above previous peaks.  • The largest tech companies now occupy a greater share of the market-cap than at the dot-com era’s peak.  • Large amounts of","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/494014616687432","isVote":1,"tweetType":1,"viewCount":1001,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000011856","authorId":"10000000000011856","name":"JimmyHua","avatar":"https://community-static.tradeup.com/news/7f17d426377c791ac5cdfef91fbf8408","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000011856","authorIdStr":"10000000000011856"},"content":"This wave feels more like a structural tech revolution than a bubble, but staying selective is still the key to surviving it.","text":"This wave feels more like a structural tech revolution than a bubble, but staying selective is still the key to surviving it.","html":"This wave feels more like a structural tech revolution than a bubble, but staying selective is still the key to surviving it."},{"author":{"id":"3479274724739743","authorId":"3479274724739743","name":"YoungYun","avatar":"https://static.tigerbbs.com/f63b3c9844fec1361496f60171c10016","crmLevel":1,"crmLevelSwitch":0,"idStr":"3479274724739743","authorIdStr":"3479274724739743"},"content":"Such insightful analysis! Really appreciate it! [Great]","text":"Such insightful analysis! Really appreciate it! [Great]","html":"Such insightful analysis! Really appreciate it! [Great]"}],"imageCount":0,"langContent":"EN","totalScore":0}]}