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The creator analyzes the current state of the Nasdaq 100, comparing its current valuation and market behavi...

Aug 14, 2026

The creator analyzes the current state of the Nasdaq 100, comparing its current valuation and market behavior to the 2000 dot-com bubble. She argues that while the market is showing signs of being 'dodgy' due to rising margin debt, it is not yet in a bubble-popping state, and she intends to continue riding the current rally.

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QQQNeutralMedium ConvictionSignal-backedPrimary

The Nasdaq-100 is discussed as the relevant market valuation benchmark.

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