Ep. 11 - Is AI the biggest bubble since the dot-com era?
Tom Sosnoff and Dylan Ratigan compare today’s AI mania to 1999, debating whether Nvidia, Micron and the chip trade are replaying the final stages of the internet bubble.
Topics include:
• Why Tom believes AI is a bubble
• Lessons from trading through 1999 & 2008
• Nvidia, Micron & AI stock valuations
• Why bubbles last longer than expected
• Shorting momentum markets
• “Too big to fail” mega-tech companies
• The psychology of market euphoria
Plus: Tom shares the story of building a short fund just before the dot-com crash.
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The skinny
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