if he's right then he's the new Michael Burry but if he's wrong he's just one of the hopeful Michael Burry wannabes. 😒
This year's Super Bowl ads tell you the AI bubble is about to burst
Why the artificial-intelligence advertising spree could be the last hurrah - like the dot-coms in 2000. OpenAI and Anthropic are losing enormous amounts of money, yet are given valuations as if they were real companies making real profits.During Super Bowl XXXIV on Jan. 30, 2000, 14 of the 61 television advertisements were for internet startups. Perhaps they should have heeded the advice offered by E-Trade's "Waste of Money" ad that year, which featured a dancing monkey and ended with the on-screen punchline: "Well, we just wasted $2,000,000. What are you doing with your money?That Super Bowl was played just before the dot-com bubble burst. Fast-forward to 2026: This year's Super Bowl ads are heavily promoting AI, which may be the only indicator you need of whether AI is a bubble about to burst.Yardeni also cited a 2016 Citibank study that looked at covers of the Economist dating back to 1998 and identified 44 covers that were decidedly optimistic or pessimistic about the stock market.
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
