Investors use dotcom era playbook to dodge AI bubble risks

Analysis-Investors Use Dotcom Era Playbook to Dodge AI Bubble Risks

Investors use dotcom era playbook to dodge AI bubble risks

Major investors, spooked by AI exuberance yet wary of betting against it, are shifting from hyped-up stocks into potential next-in-line winners, reviving a strategy from the 1990s dotcom era that helped some sidestep the crash.

Analysis-Investors use dotcom era playbook to dodge AI bubble risks

By Naomi Rovnick

Hedge funds revisit ’99 lessons to escape AI bubble risk

Hedge funds revisit ’99 lessons to escape AI bubble risk October 24, 2025 Posted by: Quatro Strategies Categories: AI & Semiconductors, Business & Politics, United States No Comments Subscribe to unlock this insight. START YOUR TRIAL NOWALREADY A MEMBER? .vc_custom_1452662201783{margin-right: 0px !important;margin-bottom: 40px !important;margin-left: 0px !important;}.vc_custom_153…