影片說明
Everyone says we’re in an AI bubble. But are we really?
I compared today’s AI-driven market with the Dot-Com Bubble of 2000 using the numbers that matter: Nasdaq gains, S&P 500 gains, P/E ratios, speculation, profitability, and market concentration.
The result surprised me.
Today’s rally is powerful, but the Dot-Com era was on an entirely different level. The Nasdaq surged about 11X before the crash. Today’s Nasdaq has risen about 2.2X over a similar period.
Does that mean we’re safe? Not necessarily.
The real risk today may not be a classic dot-com bubble — it could be something else entirely.
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