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The AI stocks in the US stock market do indeed have a bubble, but it is definitely not a complete burst like the internet bubble in 2000.
Many people fear a replay of the internet crash in 2000, but the gap between the two is huge:
In 2000, most internet companies were unprofitable, just storytelling, with valuations absurdly high;
Now, AI leaders like NVIDIA, Microsoft, and Google are truly profitable, with high revenue and solid orders.
The 2000 bubble was a castle in the air, collapsing at a single breath;
Today’s AI bubble is like a tall building built too high, a bit inflated, but with a stable foundation.
#TradFi交易分享挑战