MSFT 3/20 200 RIP
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Dreyfus Alcentra Global Credit Income 2024 Targe

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Regardless of what would have transpired with the lawsuit, A pretty simple sum of parts and DCF analysis would have told you that GOOG was on sale at less than $200.
The analogy with bubbles is because "inflated and would easily pops". If the (DCF) valuation of the AI companies is "inflated and would easily pop" the analogy holds. Chips ageing faster than in financial projections means 1. less ROI 2. more risk of disruption by new companies notice the **only** source of value in AI companies would be intellectual property buyers will **keep** wanting to pay for many years, and we have already seen many new companies entering the space, and no buyers especially tied to anyone.
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