🚨 Is the AI Bubble Starting to Burst? 💥
For years, software companies benefited from cheap capital, premium valuations, and easy access to global talent.
Today, the environment has changed.
📉 Higher interest rates are pressuring valuations.
🌍 Several countries, including the UK, have tightened work visa policies, making international talent deployment more difficult for global IT services firms.
💰 Investors are demanding profits and cash flow—not just AI narratives.
This is why I'm becoming increasingly bearish on many software and AI companies, including names like HCL Technologies, where I believe valuation and technical risks deserve close attention.
#NVIDIA is the exception.
Unlike AI software firms, NVIDIA sells the infrastructure powering AI, cloud computing, and high-performance computing. If Bitcoin enters another strong bull market, increased investment across AI infrastructure, data centers, and the broader digital asset ecosystem could provide an additional tailwind for NVIDIA.
Markets eventually separate storytelling from fundamentals.
"The market is never wrong—opinions often are." — Jesse Livermore
This is My personal market view, not financial advice. Always conduct your own independent research before making investment decisions. DYOR.
#BearishAlert #Bearish #short #bear $OPENAI ,
$ANTHROPIC ,
$AI 📉
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