Phil Rosen(@philrosenn):The bear case on AI is not a dramatic collapse or doomsday. It's much more likely to be as simple as a slowdown in growth for the frontier AI labs, which could happen sooner than later as these companies enter public markets. @sonalibasak explains.

Phil Rosen

@philrosenn

Chief Market Strategist, ProCap Financial • Co-founder & CEO, Opening Bell Media (207K+ subs) • Host of Full Signal • Get my newsletter every AM👇

参加 May 2021

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Phil Rosen@philrosenn

2026.09.22 18:30

The bear case on AI is not a dramatic collapse or doomsday. It's much more likely to be as simple as a slowdown in growth for the frontier AI labs, which could happen sooner than later as these companies enter public markets. @sonalibasak explains.

Phil Rosen@philrosenn

2026.09.22 13:01

I took the stage with @sonalibasak at Future Proof to unpack the best opportunities in the AI bull market right now. We also covered: - Positioning for the year ahead - Risks tied to Fed and Treasury - Hyperscalers tapping debt markets This is FULL SIGNAL LIVE @FutureProof_HQ!