Is the AI rally over? Tom Lee breaks down why this drawdown feels familiar
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FundstratIndependent analyst profile- Source published
- 23 Oct 2026, 15:07 UTC
- Recorded by Tahlil Plus
- 23 Oct 2026, 16:22 UTC
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The analysis draws parallels between current AI market dynamics and the dot-com bubble of the late 1990s, specifically referencing Cisco's massive drawdown. The speaker suggests that the current AI trade is in its early stages, comparable to the period following the public internet launch. While acknowledging the profitability and profit-taking occurring, the speaker notes that the setup for AI is still in its nascent phase, with ChatGPT's third anniversary approaching. The analysis implies that the market may be experiencing a similar 'irrational exuberance' reminiscent of the dot-com era, potentially leading to significant corrections after periods of rapid growth. Specific price targets and fail bounds are provided for Apple (AAPL), Meta (META), Cisco (CSCO), and Solana (SOLUSD) based on these historical parallels and current market sentiment.
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