Selasa, 14 April 2026

The AI Bubble Poster Child

Shield

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The AI Bubble Poster Child

Marc Lichtenfeld, Chief Income Strategist, The Oxford Club

Marc Lichtenfeld

I published this alert last week for subscribers to my Trigger Event Trader VIP Trading Service.

However, I wanted to distribute the information to a wider audience because it's important that all investors understand the risk that may be lurking in their portfolios.

I'm eager to know what you think. After you've read the whole thing, leave a comment and let me know whether this makes sense to you or I'm off my rocker (or maybe both!).



I've been very fortunate in my career in several ways.

One of the important ways is that I had a front-row seat to history and was old enough to realize it.

I didn't jump into the market as a career right out of school. Instead, I was trying to be the next Alec Baldwin. However, I probably had the talent of Daniel Baldwin.

After a number of years, I gave up acting to begin a career in the markets. Shortly after, the dot-com bubble started inflating.

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Though I still only had a few years under my belt, I knew how to read financial statements and understood that to be a successful business you had to have sales at the very least.

I also realized that the excesses of the dot-com bubble were not normal and were a sign of the top.

I knew the top was near when I attended a party celebrating a company's new capital raise. How did they spend the precious dollars that investors trusted them with? By hiring James Brown (yes, that James Brown) and his band to put on a show for the 600 or so guests.

Image of James Brown
View larger image
 

So as the AI bubble has inflated, I've kept an eye out for the companies that remind me of what I saw during those dot-com days.

And when the dust settles, we'll look back and say it was obvious that one specific company was going to crash.

I would almost guarantee that you've heard of it... and you may even own it.

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