S&P 500 7,489.72 +0.70% NASDAQ 25,373.85 +1.00% DOW 52,485.03 +0.50% RUT 2,604.40 -0.34% BTC-USD 63,514.00 +0.80% ETH-USD 3,412.60 -0.65% 10-YR 4.12 -0.72% 2-YR 3.86 +0.52% VIX 14.92 -2.67% GOLD 3,288.40 +0.43% WTI 71.86 -1.26% NATGAS 3.14 +1.95% NVDA 188.34 +1.90% MSFT 512.60 -0.28% AAPL 231.09 +0.46% AMZN 228.77 +1.16% GOOGL 196.42 -0.45% META 704.15 +1.41% TSLA 297.50 -2.11% AMD 172.88 +2.38%

S&P 500 7,489.72 +0.70% NASDAQ 25,373.85 +1.00% DOW 52,485.03 +0.50% RUT 2,604.40 -0.34% BTC-USD 63,514.00 +0.80% ETH-USD 3,412.60 -0.65% 10-YR 4.12 -0.72% 2-YR 3.86 +0.52% VIX 14.92 -2.67% GOLD 3,288.40 +0.43% WTI 71.86 -1.26% NATGAS 3.14 +1.95% NVDA 188.34 +1.90% MSFT 512.60 -0.28% AAPL 231.09 +0.46% AMZN 228.77 +1.16% GOOGL 196.42 -0.45% META 704.15 +1.41% TSLA 297.50 -2.11% AMD 172.88 +2.38%

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Data brief

Every "AI bubble" call from the last 18 months, graded against what happened next

We collected the public bubble calls and checked them against the following two quarters of results.

Jun 5, 2026 · 8 min read · by the JMM Research desk

Draft entry. The full analysis for this piece ships with the data pipeline; the dataset it grades against is being assembled.