Conor Sen: AI stock trends differ from late 1990s tech market

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03.06.2026

Conor Sen: AI stock trends differ from late 1990s tech market — AI stocks mirror 1990s semiconductors

Conor Sen draws a distinction between current AI stock trends and past technology market cycles. He argues that the better comparison for today’s AI rally is semiconductor stocks in the late 1990s, not the broader Nasdaq index. Sen further clarifies that this cycle does not focus on companies like AAPL or COST.

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Sen previously critiqued Zillow's latest housing forecasts, questioning the accuracy of the company's San Francisco home price predictions. He has also argued that markets should focus on the probability of a 50-100bps Federal Reserve hiking cycle rather than a single rate increase. These comments highlight his attention to forecasting and market expectations across sectors.

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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