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The current AI landscape shows significant red flags suggesting a potential bubble, with soaring valuations far outstripping earnings and a concentration of gains in a few major tech firms. Despite widespread exuberance and weak returns from many AI experiments, the technology's real-world utility and the potential for gradual corrections temper fears of a total collapse. While a substantial drawdown in AI and tech stocks within the next two years is plausible, particularly for speculative ventures, a complete market meltdown is less likely, with resilient leaders expected to endure.

Prepared by Christopher Adams and reviewed by editorial team.