Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Kirk © who wrote (95171)	10/4/2025 1:21:20 PM
From: Return to Sender	2 Recommendations Recommended By accountant Kirk © Respond to of 95367

Feels like the late 90's too with some differences. Loads of stocks are moving higher and higher to previously unheard of valuations. Still that is better than the 90's. In the 90's many of the best performing stocks were Internet related darlings with no actual earnings. Other than a lot of the "small" Quantum computing stocks now most of the best stocks do have an actual P/E ratio. That said the recent move in WOLF comes to mind. The company has reorganized and reduced debt but have they landed on an actual path towards profitability? I doubt it. Today instead of the Internet frenzy we have the AI mania. Because of the current AI build out most of the stocks we follow here are showing the kinds of gains we saw in the 90's. Our favorites like LRCX, NVDA, MU and many more are making huge profits. I use free artificial intelligence every day to answer my various questions. But the real question is how do the hyper scaling companies that are paying for the huge build out end up increasing their profits when they are giving away free services? The question is not are we in a bubble but when will the bubble burst? Is this 1996-1998 or 1999? RtS