Gene Munster of DeepWater Asset Management believes we might have two or three more years before an AI bubble inflates enough to trigger a significant correction.
The valuations of AI innovators like Alphabet and Meta Platforms are close to market multiples, suggesting that the argument of an AI bubble is overstated.
Investors and analysts are currently asking the right questions, maintaining a focus on efficiency in AI-related spending, contrary to traditional bubble behaviors.
While the rise of AI may resemble the internet boom, current valuations in the broader market aren't as excessive as they were in the 90s.
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