After the AI Boom

Understanding Market Rotation and Undervalued Stocks

After the AI Boom: Understanding Market Rotation and Undervalued Stocks explores what often happens in financial markets when a dominant narrative matures and attention begins to widen.

Periods of intense focus such as the recent surge in interest around artificial intelligence tend to concentrate capital, expectations, and conversation. Over time, that concentration can reshape how markets compare companies, sectors, and styles. When the spotlight starts to spread, familiar questions emerge around rotation, valuation, small-cap stocks, and what has been overlooked.

This book approaches those questions as a study of market behavior, not as a guide to predictions or stock selection.

Rather than offering forecasts or recommendations, it examines how markets have historically behaved after major hype cycles, how rotation is commonly misunderstood, and why valuation differences often become more visible when attention shifts. The focus remains on frameworks for interpretation, helping readers think more clearly about changing conditions without relying on timing claims or specific securities.

Topics explored include:

• How market narratives form, peak, and lose influence

• What market rotation describes and what it does not

• Patterns often observed after hype-driven market cycles

• How valuation behaves when attention moves beyond dominant themes

• Why small-cap stocks frequently re-enter post-boom discussions

• The limits of screening and quantitative filters

• Why false rotations and narrative substitutions are common

• How to think in market regimes rather than single themes

A fictional post-boom case study is included to demonstrate how these ideas can be examined together without relying on real companies, tickers, or outcomes.

This book is written for readers interested in understanding market structure, investor behavior, and valuation dynamics in modern markets. It does not provide investment advice, forecasts, or stock recommendations. Instead, it offers a disciplined way of observing markets as they evolve after periods of intense focus.

After the AI Boom is about context, comparison, and clarity—especially when certainty fades and simple stories no longer explain everything.