NVDA
NVIDIA
-- 135.910 RGTI
Rigetti Computing
-- 8.9300 TSLA
Tesla
-- 394.740 AMD
Advanced Micro Devices
-- 116.040 PLTR
Palantir
-- 67.260 
Huge statement from Apollo this morning: "The current AI bub...
Huge statement from Apollo this morning:
"The current AI bubble is bigger than the 1990s tech bubble."
Apollo basically just said that the Dot-com bubble was just a preview of what we are in right now.
They note that the Forward P/E ratio for the top 10 tech stocks right now is ~40x.
Compared to 2000, at the peak of the Dot-com bubble, the Forward P/E on the top 10 tech stocks was ~26x.
This is also significantly higher than the ~23x peak seen in 1990 and ~26x peak seen in 1995.
Meanwhile, the S&P 500 as a whole has a ~22x Forward P/E ratio while is BELOW levels seen in 2010 and 2015.
Are we in the biggest bubble of all time?
"The current AI bubble is bigger than the 1990s tech bubble."
Apollo basically just said that the Dot-com bubble was just a preview of what we are in right now.
They note that the Forward P/E ratio for the top 10 tech stocks right now is ~40x.
Compared to 2000, at the peak of the Dot-com bubble, the Forward P/E on the top 10 tech stocks was ~26x.
This is also significantly higher than the ~23x peak seen in 1990 and ~26x peak seen in 1995.
Meanwhile, the S&P 500 as a whole has a ~22x Forward P/E ratio while is BELOW levels seen in 2010 and 2015.
Are we in the biggest bubble of all time?
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