Memory Cohort · TTM PE vs 1999 — Memory and AI Leader Valuations vs. 1999 Dot-Com Peak
Memory Valuation vs Dot-Com Benchmarks — Current valuation multiples of AI memory and foundry leaders contrasted with Cisco's 1999 peak infrastructure multiples.
The plate
Tracking trailing P/E multiples for Micron and Nvidia against the 1999–2000 peak forward multiples of dot-com leaders (CSCO 140×, ORCL 150×), establishing long-term historical perspective.
What this page answers
This static page is built to answer searches for Memory Cohort · TTM PE vs 1999. It summarizes the live dataset behind the Memory and AI Leader Valuations vs. 1999 Dot-Com Peak panel and links to the full interactive chart.
Tracking trailing P/E multiples for Micron and Nvidia against the 1999–2000 peak forward multiples of dot-com leaders (CSCO 140×, ORCL 150×), establishing long-term historical perspective. The data is refreshed by the History of Market pipeline and published as a stable JSON endpoint for research, citation, and AI-agent use.
Data & Source
GET /api/semi/memory-valuation.json — Canonical dataset endpoint.
Exchange closing prices · Company filings · Robert Shiller · FRED · NBER.
FAQ
Where does this data come from?
History of Market combines public market and macro datasets — exchange closing prices, company filings, Robert Shiller, FRED, NBER, and the UBS Global Investment Returns Yearbook (Dimson–Marsh–Staunton). The exact endpoint for this panel is linked below.
How often is it updated?
Daily-tier datasets refresh after the U.S. market close, with a broader weekly refresh on Sunday. The timestamp shown on this page comes from the JSON payload.
Can I use the data?
Yes, for research and education with attribution to History of Market. Upstream data sources retain their own terms.