BUBBLES POP: When The AI Bubble Bursts, What Happens To The Secondary Bubbles? “Companies like OpenAI may get the most ink, but a whole lot of other companies are getting boosted as well. Some of the names are even the same as the dotcom bubble: Microsoft, Oracle, AMD. Applied Material stock has gone through the roof now that I don’t own any. Cisco is just getting back to the level of their record stock highs during the dotcom era.”

Lots to chew on at the link.