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Why the AI Boom Is Starting to Look Like 1999 Again
The AI trade keeps getting bigger, faster, and more expensive — and some investors are starting to see uncomfortable similarities to the dot-com era.
Chuck Zodda and Mike Armstrong break down the explosive debut of Cerebras Systems and why surging semiconductor stocks are reigniting concerns that today’s AI spending frenzy may be creating the next major market bubble.
Also covered:
Why semiconductor stocks keep behaving like classic boom-bust cycles
The key warning signs that today’s AI rally may be entering dangerous territory
Kevin Warsh officially takes over as Fed Chair and what it could…
The skinny
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