I'm a bit skeptical there is a bubble as defined in the article as "when the market value of assets decouple from their intrinsic value and expectations of rising valuations generate investor demand." As a speculator where are these soaring AI stocks for me to punt on?

By the way you can read the article with a trial account from O'Rilley but there's not much too it beyond what's in the summary https://learning.oreilly.com/library/view/learning-to-love/5...