Loading ...The AI ‘Bubble’ Crowd Is Costing You a Fortune
Let’s be clear about the AI Revolution.
You no doubt are seeing numerous people calling this a “bubble” that is about to burst at any moment. These individuals may be correct in claiming it’s a bubble. But there are NO signs that it’s about to end. In fact, investors who take the right approach here can produce extraordinary gains. And these kinds of opportunities only come around once every few decades.
Let me explain.
The AI revolution is being driven by ONE thing: capital expenditures.
Big Tech/ hyperscalers like Microsoft (MSFT), Meta (META), Amazon, (AMZN) and the like have committed to spending over $600 BILLION on the AI build out this year alone. To put that into perspective, the entire internet buildout of the late 1990s was ~$1 trillion. Big Tech is spending that every 18 months!
This money is going to be spent regardless of who ends up the market leader for AI. And it’s flowing into small, growth-related picks and shovels plays that are EXPLODING higher. Yes, eventually the capex cycle will turn… but in the meantime those investors who believe the doom and gloom are missing out.
https://dollarcollapse.com/the-ai-bubble-crowd-is-costing-you-a-fortune/
“These individuals may be correct in claiming it’s a bubble. But there are NO signs that it’s about to end. ”
There never are.
Its a mass psychology event.
There’s no disputing the real world transformations that AI is bringing.
Just like the optical fiber networks of 1999.
But “concerns” are about the valuations, that depend on the timing of the payback schedules for all that Capex.
Which in turn depends on the cost benefit calculus at the corporate level.
Its shifting. Already.
Agree with above comment but the more IMPORTANT factor that is being ignored. It is definitely a bubble and it doesn’t matter whether it is AI, quantum computing, robotics or all of them. The reason the stock market is going crazy and disregarding ALL previous metrics of insanity is because this what what a HYPER inflation blowoff looks like. It is ALL about the destruction of the currency. It will soon become apparent when gold and silver explode higher. That is when the stock bubble bursts.