12th November 2025 – Investors switch out of Tech on record valuations, depreciation red flags

MPC Markets Morning Call · Nov 11, 2025 · 14m

In this conversation, Mark from MPC Markets discusses the transformative impact of AI on technology, comparing its significance to historical innovations like the motor vehicle and electricity. He expresses concerns about the current valuation of AI, drawing parallels to the dot-com boom, where many companies lacked revenue and profit. Mark emphasizes the importance of understanding these market dynamics as AI continues to evolve.

takeaways

• AI is a genuine long-term thematic.

• AI is one of the most significant technology jumps since the motor vehicle.

• The current valuation of AI deserves…