Member-only story
Investor Warnings: Is an AI Market Bubble Brewing?
I’ll never forget my first investor conference. The air buzzed with a mix of nervous energy and wild optimism, like standing at the edge of a gold rush. Fast forward to today, and that same adrenaline is back — but this time, it’s AI driving the frenzy. And if you’ve been around long enough, like I have, those tingles of excitement start to feel eerily familiar. Too familiar.
The Whispers in Miami: “This Feels Like 1999 All Over Again”
At last month’s Global Alts conference in Miami, the vibe was… complicated. Picture this: palm trees swaying outside, champagne flowing, but inside, seasoned investors were swapping war stories about the dotcom crash. One hedge fund manager leaned over his espresso and muttered, “Nvidia’s $600 billion drop? That’s not a correction. That’s the market whispering, ‘Hold my beer.’”
It wasn’t just talk. These are people who’ve survived Black Monday, the housing crisis, and crypto winters. Now they’re side-eyeing AI stocks like a suspicious parent checking their teen’s browser history. The question on everyone’s lips: Are we building the future, or another bubble?