AI stocks vs dot-com bubble: CAPE at 38, concentration above 2000 levels, but companies are actually profitable
Summary
The Shiller CAPE is at 38-40, second only to the dot-com peak of 44.19. Top-10 concentration exceeds 2000 levels. But Nvidia earned $120B and tech trades at 30x...
Description
The Shiller CAPE is at 38-40, second only to the dot-com peak of 44.19. Top-10 concentration exceeds 2000 levels. But Nvidia earned $120B and tech trades at 30x...
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