This happened only two times in history—during the final phase of the dot-com bubble and today.
1999 called. It wants its bubble backValuations have surpassed 1929. Semis are outperforming by more than they did during the dot-com bubble. Tech multiples are at record highs. Yet the bulls continue to insist this cycle has no historical parallel. Here are 10 very one-sided charts on how extreme things are.Semis vs the rest
The broad parallels are genuinely close to the madness of the late-1990s dotcom bubble
Five increasingly absurd charts suggest markets may have fully detached from rates, history and basic valuation math.
Michael Burry doubles down on his SOXX short, warning the 2026 semiconductor rally mirrors the 2000 dot-com peak as "history…
Here we are again, with markets going wild. In my view, the Nasdaq has entered a bubble. It’s still early, and it could run for…
BofA's Michael Hartnett pushed his Bull & Bear gauge to a sell signal and laid out the post-bubble trade he says has worked since…
Is Big Short investor’s dot-com bubble comparison right? The difficulty, as ever, is timing
