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The rapid inflow of capital into artificial‑intelligence ventures has created a market environment that many observers compare to past speculative bubbles. For quantitative traders, the key question is how to measure the risk‑adjusted attractiveness of AI‑focused assets before a potential correction. This article translates the warning about an AI bubble into concrete analytical steps, drawing on standard performance metrics and academic training frameworks used in banking and finance programs. The Anatomy of a Bubble in Quantitative Terms A bubble is not merely a price surge; it is a deviation between market price and the fundamental value implied by cash‑flow expectations....