Artificially Inflated? AI’s Expensive Reality
- AI stocks once again made headlines this week following remarks from Sam Altman, who cautioned in an interview with The Verge that investors may be overly enthusiastic about the sector. He drew parallels to the wave of exuberance seen during the late 1990s dot-com boom.
- Occam’s continuous tracking of retail investor sentiment toward both the broader stock market and AI equities reveals a sharp shift in perceptions. The proportion of respondents who now consider AI equities to be “extremely overvalued” has climbed to 27%. Overall, nearly 55% of those expressing an opinion categorize AI stock valuations as either somewhat or extremely overvalued. Conversely, the share of respondents who view AI equities as undervalued has continued to decline steadily over the past year.
- Given the important role retail investors play through both ETFs and individual stock purchases, these shifts in sentiment may carry meaningful implications for market dynamics going forward. Subscribe today to stay ahead of the curve.
