Analysts Reject AI Market Bubble Narrative

A Seeking Alpha analyst argues that several recent market resets were mischaracterized as bubbles and that today's AI cycle lacks those classic characteristics. The piece notes the Nasdaq-100 has risen about 550% over the past decade and that prices for many leading AI companies remain tied to fundamentals, with some firms cheaper than in early 2023. It warns investors to expect volatility and view selloffs as buying opportunities.