Oli(@OInvests):We are in a bubble. Just not the one people mean. Most people are worried about bills in a cost-of-living crisis. Most have never used an AI agent or bought a single AI stock. The people calling this a bubble are the same small circle who are already in it. I think that says less about a bubble and more about how early we still are

Oli

@OInvests

AI infrastructure investor. Power, cooling, memory, networking: the bottlenecks. MA Economics | UK senior treasury analyst | Public track record since 2025

Joined August 2025

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Oli@OInvests

2026.11.08 17:06

We are in a bubble. Just not the one people mean. Most people are worried about bills in a cost-of-living crisis. Most have never used an AI agent or bought a single AI stock. The people calling this a bubble are the same small circle who are already in it. I think that says less about a bubble and more about how early we still are