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Phil Rosen: AI stocks like Nvidia, Micron and Google are trading cheaper than dot-com names at peak bubble

Phil Rosen: AI stocks like Nvidia, Micron and Google are trading cheaper than dot-com names at peak bubble
AI stock valuations below dot-com bubble

AI stocks such as Nvidia, Micron and Google are currently trading at valuations that are lower than those seen by dot-com companies at the peak of the dot-com bubble.

Phil Rosen stated this comparison and also noted that some bearish analysts continue to argue that a market crash is imminent. Rosen added that he discussed these trends with veteran investor Rhys Williams, who managed $2 billion during the bubble's height.

Rosen previously noted that a $10,000 investment in the S&P 500 in 2005 would have grown to $54,839 by 2025 if key trading days were captured, but missing those days could have slashed returns to $9,428, according to his analysis in one past report. He also reported that the S&P 500 gained 118% over a four-year period, a run surpassed by only two bull markets in the last 70 years, as detailed in another article. These data points have informed Rosen’s recent market commentary on valuations and risk.

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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