AI has a $4.2 trillion problem.
Next 5 years will decide if this boom is real or the biggest bubble in history.
Massive bets on AI infrastructure, data centers, chips. But here's the catch: AI needs to generate actual revenue and productivity gains to justify these insane capex numbers.
If AI doesn't deliver? Expect brutal repricing across equities, bonds, and yields. The ripple effects will hit everything.
We're either building the future or funding the mother of all bubbles. Time will tell.
Next 5 years will decide if this boom is real or the biggest bubble in history.
Massive bets on AI infrastructure, data centers, chips. But here's the catch: AI needs to generate actual revenue and productivity gains to justify these insane capex numbers.
If AI doesn't deliver? Expect brutal repricing across equities, bonds, and yields. The ripple effects will hit everything.
We're either building the future or funding the mother of all bubbles. Time will tell.