CDT May 2026 - 1999 Called, They Want Their Stock Market Back
2026-06-01 11:05:00 ET
We crossed the Rubicon. In the same way that we distinguish the Internet Bubble between the pre- and post-1999 world, it is my strong suspicion that we will make a similar bifurcation for the AI Bubble - the pre- and post-May 2026 eras. The pre-2026 AI phenom was sparked by the introduction of ChatGPT to the masses and the wonder that followed - truly personal assistants and self-driving cars to AI-enabled medical breakthroughs. Up until now, that promise has produced wonderful and rational results in the stock market as companies throughout the industrial spectrum stand to benefit from tremendous AI-fueled productivity gains and new sales opportunities translating into tremendous profits....
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CDT May 2026 - 1999 Called, They Want Their Stock Market Back
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