Joe
@joedab12
Sold my finance co in 2021, now trade/invest full time. Specialty is finding semi/AI infra inflection points before the breakout. Lots of receipts. Zero AI slop
参加 March 2013
560 フォロー中 10.9K ファン
need a lot more doomer headlines like this before i flip bullish on tech again.
BOFA WARNS AI BOOM COULD FOLLOW HISTORIC BUST CYCLES
Bank of America warns that the AI investment boom is showing signs of a classic capital-cycle risk: surging spending, intensifying competition and falling prices.
Hyperscaler capital expenditure expectations have jumped from $330 billion to $1 trillion, equivalent to roughly 3% of U.S. GDP.
Meanwhile, AI token prices have fallen around 50% since summer, raising concerns that growing usage may not translate into sufficient revenue.
The key risk: AI technology could succeed while investors suffer from overinvestment and declining returns.
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