The AI bubble may not have even started yet.
After a brutal period of market volatility, technology shares and AI stocks may finally be trying to establish a bottom. But the next stage of the artificial intelligence boom could be much larger—and much more dangerous—than anything investors have seen so far.
In this video, I explain why the coming AI investment cycle will not be driven only by OpenAI, Anthropic and frontier artificial intelligence models.
I also discuss:
• Whether the recent stock-market correction has reached its bottom
• Why falling volatility may matter more than a single rally
• The extraordinary moves in Korean technology and semiconductor shares
• What the KOSPI could tell us about the future Nasdaq AI bubble
• Why the next AI rally could resemble the late-1990s dot-com boom
• The danger of believing you are a genius during a vertical market
• Why corporations may refuse to place sensitive data into public AI systems
• The coming market for private and locally hosted artificial intelligence
• Why Chinese AI services could eventually be restricted in the United States
• The outlook for UK stocks, US technology shares and the AI supply chain
The next AI bubble could create extraordinary opportunities—but when the vertical phase finally ends, it is unlikely to take prisoners.
