Peak Cheap: The AI Boom Isn't 2000, It's 2008

Investor summaryNeutral

Argues current AI boom resembles 2008 financial crisis fundamentals rather than 2000 dot-com bubble, implying structural risks over pure hype.

Bear points

Comparison to 2008 suggests underlying leverage or systemic fragility in AI infrastructure spending.
Implies that current valuations may not be supported by sustainable cash flows, unlike the 'real' assets of 2008.
Hints at a potential severe correction driven by macroeconomic tightening rather than just sentiment shift.

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