Market Reporter: Notable developments of the past month

The AI bubble question Whether AI is a bubble matters less than whether you are behaving like one

The slow learner A business can improve in plain sight for years before its price admits it

The AI revolution worth having Forget the trillions being bet on AI. The revolution that matters is the one you can build for yourself, for free, right now.

Old file, new company The market misprices stocks using outdated assumptions. The opportunity lies in that gap.