Data Driven Stocks - Macro, companies, Politics, Inflation

Data Driven Stocks - Macro, companies, Politics, Inflation

The Dot-Com Bubble, the AI Boom, and the One Number Everyone Gets Wrong

Two technology manias, twenty-five years apart - what the dot-com era was really made of, why its most famous valuation statistic is a mirage, and where today’s AI build-out actually rhymes with it.

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Data Driven Stocks
Jun 28, 2026
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The NASDAQ Composite on a log scale from 1995 to today, with the dot-com run and the AI run on the same screen. The 2000 peak took fifteen years to reclaim; today’s index sits five times higher. Grap…
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