Companies trading at 40x revenue with no profits, circular Nvidia-OpenAI-Oracle financing deals, and every CEO slapping 'AI' on earnings calls? That's a textbook bubble.
Yes. AI stocks are priced for flawless domination, but revenues can鈥檛 catch up to the hype fast enough to justify these valuations.
We're looking at dot-com bubble 2.0. Companies are slapping 'AI' on their pitch decks and getting billion-dollar valuations without a dime of actual profit.
AI stocks aren't a bubble鈥攖hey're betting on tech that's already boosting real productivity and profits across industries.