Motley Fool Money What Can History Teach Us About Investing in 2025?
38 snips
Oct 10, 2025 
Jason Moser, a Motley Fool contributor, and Jon Quast, an analyst, delve into valuable lessons from past market bubbles like 1999 and 2007. They explore how energy demands are shaping AI investments and caution against today's speculative valuations. The duo reveals their insights on long-term investing strategies and suggests focusing on quality over hype. They also highlight promising stocks like Rubrik for cybersecurity and Waste Management for safety and sustainability. Lastly, the conversation underscores the importance of knowing market history to navigate future challenges.
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AI Echoes The Dot‑Com Buildout
- AI today mirrors the dot‑com era with massive infrastructure buildouts and speculative valuations.
- Some AI-first startups trade at 20–40% valuation premiums or hundreds of times sales, signaling froth.
Hyperscalers Are Funding The AI Push
- Today's AI funding is largely coming from big hyperscalers rather than purely speculative sources.
- That shifts the risk profile because firms like Amazon, Alphabet, and NVIDIA can subsidize infrastructure buildout.
Energy Is The New Bottleneck
- Power and electricity capacity are the modern physical constraints for AI, unlike fiber in 1999.
- Firms must solve large-scale energy needs, making energy suppliers critical to AI deployment.