Biggest AI Sell-Off in Years | Market Turning Point?

Is this AI selloff the beginning of a dot-com-style collapse—or simply the latest shakeout in a long-term secular bull market?

This week on Being Exponential, Luke Lango breaks down the recent market selloff and tackles one of the biggest questions facing investors today: How similar is today's AI boom to the dot-com bubble? He examines where the comparisons make sense, where they fall apart, and what would actually have to happen for this correction to turn into something much more severe.

Luke explores the biggest risks to the AI trade, including slowing hyperscaler spending, stretched valuations, and the possibility of multiple compression, while explaining why AI infrastructure investment continues to play an increasingly important role in the U.S. economy. He also discusses how investors can position themselves during periods of volatility by looking beyond traditional AI winners into sectors that could help hedge portfolios, including energy, defense, infrastructure, and other areas benefiting from long-term macro trends.

Whether you're wondering if this is another 2022, another 2000, or simply a healthy correction in an ongoing AI supercycle, this episode will help you separate market fear from market fundamentals.