Macro-Traders-Strategies

Not even close to an AI bubble...

Long
NDQ/DJI  
NDQ/DJI  
Unlike in 1999, when start-ups were receiving exorbitant valuations from the markets, the current enthusiasm for AI companies focuses on those achieving impressive revenue and margins.

Comparing value stocks to growth stocks, there's no AI bubble yet, but I expect one to form soon!

I anticipate that AI startups will begin IPOing when the Federal Reserve starts cutting rates and discussing quantitative easing, leading to a surge in crazy valuations.

We have about six years before the bubble fully gathers momentum, ultimately consuming vast amounts of capital before bursting, leaving investors holding worthless assets.

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