June 23, 2026

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

28 minutes

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?

💡 Worried about what this tech-driven future means for your money? Get a free portfolio review with Wealthion’s trusted financial advisors: https://bit.ly/3SeIVGz

💡Attend Rick Rules’ Natural Resource Symposium in Boca Raton this July, click here for in-person and virtual tickets: https://cvent.me/XOqdLa?via=Wealthion

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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