Lately it feels like the market is running hot — valuations are hitting levels we haven’t seen since the dot-com era, and the “Magnificent Seven” are driving most of the S&P 500’s gains.
To give you some context: I recently put together a short video breaking down the bull vs. bear case for the AI bubble, using data on valuations, market concentration, and fundamentals — trying to stay objective rather than sensational.
I would be interested in what you guys think?
If you’re interested, you can watch it here:
