This Time It's Different
AI stocks are all anyone can talk about. The very definition of the term "AI stock" has shifted so much that we're apparently calling Meta and Cloudflare "AI stocks" now. Our mission today is to look at the artificial intelligence hype and determine whether we're in the midst of another dot-com-type bubble, or whether it's actually different this time. To do that, we need to separate the financials from the hype. Remember, we invest in companies, not stocks. Companies like Soundhound.ai $SOUN, Big Bear AI $BBAI, and Airship AI $AISP are all seeing massive stock rallies. The common…
The skinny
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