AI Era Valuations: Nvidia Surpasses A Peak DotCom Bubble Multiple
In this video, Ryan O'Connell, CFA, FRM, delves into the AI era valuations compared to the peak of the DotCom bubble, highlighting how Nvidia surpasses the highest multiples from the DotCom era. Learn about the severity of the DotCom crash and Microsoft's key roles in both eras, with a focus on Price to Earnings (PE) and Price to Book (PB) ratios. Discover how Nvidia's price-to-book multiple exceeds all others in either era, making it a standout in today's market. Join us for a detailed analysis of AI vs DotCom valuation multiples to understand current market dynamics.
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Chapters:
0:00 - Intro to AI Era vs. Tech Bubble
1:07 - The Severity of the DotCom Bubble Crash
2:30 - Microsoft as a Key Player in AI & DotCom Eras
2:55 - Price-to-Earnings Ratio & Price-to-Book Ratio Explained
5:20 - Microsoft's PE and PB Ratios Over Time
7:49 - DotCom Era Valuation Multiples
9:26 - AI Era Valuation Multiples
12:48 - AI Era vs. DotCom Era Valuation Multiples
*Disclosure: This is not financial advice and should not be taken as such. The information contained in this video is an opinion. Some of the information could be wrong. This channel is owned and operated by Portfolio Constructs LLC. Some of the links above are affiliate links, meaning, at no additional cost to you, I will earn a commission if you click through and make a purchase.
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