u/rya794 ·
Reddit — r/ValueInvesting
· July 22, 2026 at 20:04
· ⬆ 19 pts
· 💬 78 comments
| View on Reddit ↗
AI Summary
Summary
The author reports that at a conference with 300+ institutional investors, 100% were extremely concerned about AI-related asset overvaluation, yet each believed their view was out of consensus.
The thesis is that concern about an AI bubble has itself become the consensus view, which may be a warning sign for a potential reversal or continuation depending on whether investors act on that concern.
Quality assessment: This is an anecdotal sentiment observation, not a data-driven deep dive – more speculation/commentary than rigorous DD.
Score19
Comments78
Upvote %63%
▶ Full Post Text
I was at a conference this week and there was so much discussion about how scarily overvalued the top end of the market is. There were >300 instituional investors at the conference and 100% were extremely concerned about AI related asset prices. It reminded me of this sub a bit.
Every one of these people believed that their viewpoint was out of consensus and that wild exuberance from the "market" broadly was driving prices higher.
At somepoint it has to be concerning to in the same camp as nearly every other investor.
Thoughts?