Why The AI Boom Is Worse Than The Dot-Com

The technology may be revolutionary. The investment case is far less certain.

Peter Boyd
13 Min Read

The Investor Standard – Your Investing Edge

Receive curated weekly stock picks, top-performing equities, and actionable investment ideas to maximise your portfolio potential.

Investor Insights, Delivered

Unlock expert insights, stock recommendations, and market analysis – all in one place. Get the latest market news and stock picks instantly.

Further Analysis & Commentary

Elon Musk’s Colossus Deal With Anthropic Could Reshape the AI Infrastructure Stack

Anthropic’s decision to take the full compute capacity of Colossus 1 is not just another AI partnership announcement. It is…

ASX Coal Sector Outlook: Winners, Laggards, and Australia’s Competitive Edge in a Changing Global Market

The ASX coal sector has quietly become one of the market’s most misunderstood corners again. Only twelve months ago, many…

Is Spotify still a buy in 2026? Why the investment case has shifted from scale to monetisation

Spotify is starting to look like a different company. For years, the stock was mostly framed as a scale platform.…

Labor’s Trust Tax Grab Risks Punishing Investors, Not Just Loopholes

What the 30% Trust Tax Really Means for Investors The policy on the table is simple on paper, but messy…

Socials

Follow US