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IS THE AI BUBBLE ABOUT TO BURST?: Navigating the AI Investment Landscape with Overvalued Chip Makers, Cloud Providers & AI Model Companies
AI stocks are soaring—but for how long before the music stops?
Every investor is asking the same Is this innovation-fueled bull run the dawn of a new technological era—or the makings of the next dot-com crash?In Is the AI Bubble About to Burst? , experienced analysts Carl Vincent Sutton and Marc Stanford deliver a powerful, data-driven exploration of today’s overheated AI markets. From chipmakers like NVIDIA and AMD to hyperscale cloud providers and model developers such as OpenAI, this book cuts through the hype to reveal where genuine value creation ends—and where speculation begins.
Blending behavioral finance, market history, and quantitative analysis, the authors show how narrative-driven investing, leverage, and herd psychology have created explosive valuations in the AI sector—and how investors can prepare for potential corrections.
You’ll
The anatomy of speculative bubbles and the striking parallels between the AI boom and past market manias.How to value AI companies realistically when intangible assets, data moats, and R&D dominate balance sheets.Early warning indicators that signal when markets shift from optimism to euphoria—and from euphoria to collapse.Risk management and portfolio strategies designed to protect gains when volatility strikes.Case studies on NVIDIA, Microsoft, and major AI model providers, highlighting both their dominance and vulnerabilities.Through lucid explanations and real-world case studies, Sutton and Stanford offer a rational, disciplined framework for investing in an age where code, data, and algorithms drive market sentiment. Whether you’re a retail investor, portfolio manager, or financial advisor, this book will help you separate hype from opportunity and build strategies that survive both the boom and the inevitable bust.
Every investor is asking the same Is this innovation-fueled bull run the dawn of a new technological era—or the makings of the next dot-com crash?In Is the AI Bubble About to Burst? , experienced analysts Carl Vincent Sutton and Marc Stanford deliver a powerful, data-driven exploration of today’s overheated AI markets. From chipmakers like NVIDIA and AMD to hyperscale cloud providers and model developers such as OpenAI, this book cuts through the hype to reveal where genuine value creation ends—and where speculation begins.
Blending behavioral finance, market history, and quantitative analysis, the authors show how narrative-driven investing, leverage, and herd psychology have created explosive valuations in the AI sector—and how investors can prepare for potential corrections.
You’ll
The anatomy of speculative bubbles and the striking parallels between the AI boom and past market manias.How to value AI companies realistically when intangible assets, data moats, and R&D dominate balance sheets.Early warning indicators that signal when markets shift from optimism to euphoria—and from euphoria to collapse.Risk management and portfolio strategies designed to protect gains when volatility strikes.Case studies on NVIDIA, Microsoft, and major AI model providers, highlighting both their dominance and vulnerabilities.Through lucid explanations and real-world case studies, Sutton and Stanford offer a rational, disciplined framework for investing in an age where code, data, and algorithms drive market sentiment. Whether you’re a retail investor, portfolio manager, or financial advisor, this book will help you separate hype from opportunity and build strategies that survive both the boom and the inevitable bust.
341 pages, Kindle Edition
Published November 13, 2025
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