Lately, I've been feeling like the AI market's a bit off
Everyone's talking about how AI is gonna change the world, and I agree with that, but just because it’s revolutionary doesn’t mean the current prices are justified
Tech giants are pouring cash into chips and building data centers, pushing AI stocks to all-time high valuations, but there are hardly any companies that can actually cash in big time
A lot of firms are still testing AI, yet the market's already pricing it as if it's 'fully mainstream'
This reminds me of the dot-com bubble back in 2000
Back then, everyone knew the internet was the future, and it did succeed, but stock prices still crashed
It’s not that the direction was wrong, but the prices got ahead of themselves
When everyone believes AI can only go up, that’s often the riskiest moment
Will June be the turning point for the AI bubble? No one knows
But if a repricing starts happening, I wouldn’t be surprised at all
#美国初请失业金22.5万人
Everyone's talking about how AI is gonna change the world, and I agree with that, but just because it’s revolutionary doesn’t mean the current prices are justified
Tech giants are pouring cash into chips and building data centers, pushing AI stocks to all-time high valuations, but there are hardly any companies that can actually cash in big time
A lot of firms are still testing AI, yet the market's already pricing it as if it's 'fully mainstream'
This reminds me of the dot-com bubble back in 2000
Back then, everyone knew the internet was the future, and it did succeed, but stock prices still crashed
It’s not that the direction was wrong, but the prices got ahead of themselves
When everyone believes AI can only go up, that’s often the riskiest moment
Will June be the turning point for the AI bubble? No one knows
But if a repricing starts happening, I wouldn’t be surprised at all
#美国初请失业金22.5万人