AI Bubble Talk May Be the Real Bubble

These days, it's not unreasonable for investors to feel as if there's one word attached to AI: "bubble.†AI bubble talk is increasing in frequency, as are comparisons to the internet bubble of 2000. Also adding to the case for QQQ and QQQM is that today's valuations on AI stocks look attractive relative to internet stocks 25 years ago. "We believe the AI theme is not yet in bubble territory. Expectations for the leaders of AI are high, but valuations remain reasonable. However, we are aware of and monitoring ...