Wellum’s Warning: The Tech Boom Is Starting to Crack

Everyone wants exposure to AI, SpaceX, and the next generation of technology leaders. But Jonathan Wellum warns that even great businesses can become terrible investments when investors pay too much. As excitement around mega IPOs, AI infrastructure, and private-market giants reaches a fever pitch, Wellum explains the one question every investor should ask before chasing the next big thing: Are you buying a real business—or paying for a dream?

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Chapters:
00:00 AI Hype, IPO Mania & Market FOMO
01:54 Are Investors Overpaying for the Future?
05:10 Why New Tech Is So Hard to Value
09:29 The Dot-Com Bubble Warning
11:19 Survivor Bias & The Companies That Don’t Make It
13:33 The Hidden Risk in Mega IPOs
15:54 Space, AI & Execution Risk
17:33 What Value Investing Really Means Today
20:33 Where Wellum Sees Value in Big Tech
24:18 Cheap Stocks vs. True Value
25:45 The Value Investing Book Every Serious Investor Should Know

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