The $2 Trillion AI Disruption: Is Nvidia the New Amazon or the Next Dot-com Disaster?

Vic Danh
Coinmonks
Published in
5 min readApr 1, 2024

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When Chips Are Worth More Than Gold

On the surface, the meteoric rise of artificial intelligence stocks like Nvidia seems to echo the tech euphoria of the late 1990s dot-com boom. Individual investors have struck it fabulously rich — some turning modest stakes into millions. Experts disagree intensely over whether these soaring valuations are rational or a speculative mania destined to burst. But dig deeper, and today’s AI gold rush may be an entirely new…

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Vic Danh
Coinmonks

Senior Research Associate by day and MBA, economically-inclined blogger by night. A life-long learner and observer of technological, health and social trends.