The 2026 AI Bubble Is 1.7x Bigger Than Dot-Com Alexandra Daddario [CAOVJxKPZuF]
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Nasdaq gave 30% in a year. Nvidia, Microsoft, Apple all at all-time bexley highs. Everyone's telling you to pile into US stocks and AI. But the last time the world was this excited about a single technology, it was 1999. And Cisco just took 25 years to recover. In this video I break down why AI in 2026 looks exactly like dot-com in 2000. The Buffett Indicator is 1.7x worse. The top 10 stocks own 36.5% of the S&P 500. Big Tech is spending $725B a year for $150B in AI revenue.
Then I show you where the smart money actually rotates when a concentration bubble breaks, with real data from 2000 to 2003, and the 3 ETFs, 3 stocks, and 1 contrarian Buffett bet I'm making right now.
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