Tag: ai bubble
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Day 443 of 1000: FOMO Isn’t a Substitute for an Investment Process
Sharing research findings from Allianz Bernstein about how concentrated market indexes are on the AI buildout trade. What I’m doing about it.
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Day 352 of 1000: Revisiting the Dot Com Crash
The dot com boom went far further than most people expected, for far longer. What is going to happen with the AI boom?