Is the AI Boom the Next Dot-Com?

Charlie Bilello Weighs In On The AI Boom

The explosive growth in AI and tech stocks has driven markets to new highs, and raised an old question: are we in another bubble, or just the early innings of a lasting transformation?

In this session, Charlie Bilello and YCharts unpack the data behind the AI-driven market surge, exploring what history tells us about exponential growth cycles, investor behavior, and valuations. You’ll walk away with perspective and context you can use to help clients navigate the hype with confidence.

You’ll learn how to:

• Evaluate whether today’s AI rally shows bubble-like signals or sustainable growth.
• Compare this cycle’s growth patterns to past manias, including the Dot-Com era.
• Communicate balanced insights to clients asking if they’re “too late” or “too exposed.”