From Dot-Com to Dot-AI: Are US Markets Overvalued? | The N Show

???? Is the AI Boom the Next Dot-Com Bubble?

In this episode of The N Show, Neeraj breaks down the burning question on everyone’s mind:

???? Are US stock markets—especially S&P 500 and Nasdaq—overvalued due to the AI hype?

???? Is today’s AI frenzy similar to the dot-com bubble of the 2000s?

???? Or is this a real growth story backed by earnings, innovation, and strong fundamentals?

We’ll dive deep into:

⭐ The similarities and differences between the dot-com era and today’s AI boom

⚠️ What Federal Reserve warnings really mean for investors

???? Massive AI capex by giants like Microsoft, Google, Meta & OpenAI

????️ Whether AI infrastructure is “overbuilt” or a true long-term opportunity

???? Key data points on valuations, earnings, and global investment flows

⚡ Stay tuned till the end for a complete fact-based analysis—no narratives, only reality.

???? If you trade in US markets (from India or abroad) or are simply curious about global investing trends, this video is for you.

???? Don’t forget to Like, Share & Subscribe to The N Show for more research-based, data-driven market insights.

#TheNShow #USMarket #StockMarket #AIBubble #DotComBubble #AIBoom #SP500 #Nasdaq #Investing #StockMarketNews #ArtificialIntelligence #MarketAnalysis

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Timestamps :

0:00 – Introduction: Is the US Stock Market in an AI Bubble?
2:30 – Fed Warnings: Jerome Powell & Greenspan on Market Valuations
5:00 – Lessons from the Dot-Com Era: “Irrational Exuberance” Explained
7:30 – AI Capex Surge: $450B+ Investments by Big Tech
10:00 – Infrastructure Overbuild? Parallels with Dot-Com Fiber Optics
12:30 – Meta, OpenAI & the $500B Data Center Race (Stargate Project)
15:00 – Why the Dot-Com Bubble Burst: Rates, Recession & Weak Models
17:30 – Comparing Business Models: Dot-Com Startups vs AI Giants
20:00 – Valuation Debate: S&P 500 at 23x Earnings vs Dot-Com Peak
23:00 – Expert Views: Bank of America, CFR Research & Goldman Sachs
26:00 – Deep Dive: S&P 500 Sector Valuations & Mega-Cap Tech PE Ratios
30:00 – Conclusion: AI Boom vs Bubble — Facts, Data & Final Verdict

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???? About This Channel

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