The Global Guru

The Global Guru

If the AI Bubble Pops, These 3 Sectors Could Soar

Jan 12, 2026
∙ Paid

Here’s a fact most investors prefer to forget.

At the peak of the dot-com bubble in March 2000, Cisco Systems(CSCO) briefly became the most valuable company on the planet. Revenues were real. The technology worked. The internet genuinely changed the world.

And yet here’s the part that matters:

Cisco wasn’t a bad business. It was a bad price. And investors …

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