🚨 US stock market euphoria reaches Dot-Com Bubble levels

Do market sentiment and investor behavior signal a warning?

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The US stock market is flashing all the classic signs of a late-cycle melt-up. As a reminder, a late-cycle melt-up refers to a sharp, often irrational surge in asset prices that happens near the end of a bull market or economic expansion.

Speculation is surging, mega-cap tech stocks are soaring, and valuations are stretching into historically rare territory. This includes retail investor frenzy as well as unprecedented market concentration. The current environment increasingly mirrors the Dot-Com Bubble of the late 1990s.

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This is not just about rising prices. It’s about extreme positioning, record leverage, and the growing disconnect between market valuations and underlying fundamentals. The top-heavy nature of the rally, fueled by a handful of tech giants, has pushed concentration to levels never seen before.

At the same time, retail traders are pouring into the market with aggressive call option bets, while corporate insiders and institutions quietly reduce exposure.

The parallels to the Dot-Com era are no longer subtle. They are serious, and accelerating.

Let’s examine the key metrics driving this euphoria and what they could mean for the US stock market and investors going forward.

For reference, the previous analysis of the US stock market valuations.

🚨Is the US stock market headed for a prolonged bear market?

Time to revisit the US stock market valuation and concentration metrics

globalmarketsinvestor.beehiiv.com/p/is-the-us-stock-market-headed-for-a-prolonged-bear-market

THE 2000 DOT-COM BUBBLE VIBES ARE MORE VISIBLE THAN EVER

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