BMNR Bullz(@BMNRBullz):TOM LEE: AI FEARS MAY BE PREVENTING THE VERY BUBBLE INVESTORS FEAR While markets worry about excessive AI spending, @fundstrat argues that continued breakthroughs and discipline in debt markets are signs of a healthier investment cycle. His argument is worth considering: 🔹 AI discoveries are still accelerating 🔹 Capital spending is being scrutinized 🔹 Lending discipline may limit speculation The distinction for investors is important: a correction in valuations doesn't necessarily mean the underlying technology boom is ending. And if AI fears are contributing to the broader risk off selloff, the implications extend beyond tech stocks to crypto and $BMNR. Is Wall Street confusing a correction with the end of the AI investment cycle?

2026.10.22 21:28

TOM LEE: AI FEARS MAY BE PREVENTING THE VERY BUBBLE INVESTORS FEAR While markets worry about excessive AI spending, @fundstrat argues that continued breakthroughs and discipline in debt markets are signs of a healthier investment cycle. His argument is worth considering: 🔹 AI discoveries are still accelerating 🔹 Capital spending is being scrutinized 🔹 Lending discipline may limit speculation The distinction for investors is important: a correction in valuations doesn't necessarily mean the underlying technology boom is ending. And if AI fears are contributing to the broader risk off selloff, the implications extend beyond tech stocks to crypto and $BMNR. Is Wall Street confusing a correction with the end of the AI investment cycle?