Tech and technology-related stocks dominate the market now, and enthusiasm around Artificial Intelligence (AI) is the driving force.
There is a genuine technological revolution underway—and many have already made a fortune betting on it.
But have we seen this movie before?
In the late 1990s, investors across a wide range of businesses anticipated massive internet profits that never quite materialized. The stock market proceeded to crash and burn, and the U.S. fell into recession.
Now, a number respected figures in the investment community, from Silicon Valley to giant global hedge funds, are using the B word—bubble—to describe what is taking place with AI.
In the latest 76report, we analyze this crucial question in-depth.
We examine parallels to the disastrous fiberoptic investment boom of the late 1990s to extract lessons that may be applicable to the current wave of AI data center buildouts.
We also highlight specific areas where we see valuation risk and explain how certain companies might ultimately even benefit from potential AI overinvestment—including four stock picks from our Model Portfolios.
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