Peter Berezin: AI bubble driven by earnings, not valuations

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30.05.2026

Peter Berezin: AI bubble driven by earnings, not valuations — AI bubble seen driven by earnings

Peter Berezin argues that the current artificial intelligence bubble is primarily an earnings bubble rather than a valuation bubble.

He states that his latest report outlines key metrics investors should watch to identify when this bubble could burst.

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Berezin previously highlighted that BCA’s DeepValue Basket has outperformed the S&P 500 by sixteen percent since its launch last December, according to a recent note. He has also explained his consistently bullish market stance from the 2010s through 2024, including during the volatility of 2022 and 2023 in a separate report. These positions provide context for his latest views on the AI sector.

This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.

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