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Finance

The Dotcom Comparison Is Wrong, and That Makes It More Dangerous

Oil crossing $100 a barrel sent markets reaching for the dotcom comparison. The framing is wrong, and getting it wrong leads to the wrong response. This is a cost-shock story, not a valuation story, and those require different analysis.

By Marcus Cole · 3 min read

Finance

The AI 'Bubble' Everyone Keeps Predicting Has a $99 Billion Problem

Nvidia generated $99.2 billion in net income over the trailing twelve months. That single number demolishes half the AI bubble commentary published this year. The fundamentals say this isn't 1999, and investors who panic-sell will regret it.

By Marcus Cole · 5 min read