
"Tech Bubble Trouble: Is the Stock Market Overheating?"
Albert Edwards, the strategist who predicted the dot-com bubble, warns that concentration in the tech sector now exceeds levels seen before the 2000 crash, with earnings not keeping up with investors' expectations. While some argue that tech firms now have solid fundamentals, others see parallels between the current market and the dot-com bubble, including elevated valuations, investor FOMO, and detachment from fundamentals. The debate continues on whether tech stocks are in a bubble that's due to burst, with potential for continued outperformance if the economy remains resilient, but caution from Edwards about potential ugliness if the macro picture changes for the worse.


