Bank of America strategist warns AI bubble mirrors dot-com peak — recommends bonds and defensive stocks as 'post-bubble roadmap'
moneywise.com
Signs point to stocks being overvalued to a similar degree as the dot-com era. What’s your plan if the bubble bursts?
  • zurohki@aussie.zoneEnglish
    11·
    2 days ago

    The Chinese manufacturers will be happy to claim that gap in the market, and in a few years after they get established and ramp production they’ll start undercutting everyone on those high margin data center products they abandoned consumers to focus on.