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

Why Hedge Funds Are Thriving Again in 2026

After years of underwhelming performance, hedge funds are undergoing a meaningful revival, with 2025 and early 2026 representing their most…

How Sandisk has Surged Over 3000% in the Past Year

The Spin-Off That Changed Everything Until early 2025, SanDisk operated as a division of Western Digital, where its performance was…

Why data centres are becoming the ASX’s new growth engine

Summary This sector breakdown comes down to one market truth: the ASX is starting to reward output demand over input…

Executive Interview: Jasmin Diab from GNSP on safety, sovereignty and the policy vacuum behind Australia’s nuclear ban

In the latest instalment of The Investor Standard’s CEO & Executive Interviews series, our analyst Peter Boyd sat down with…

Socials

Follow US