Daniel Romero(@HyperTechInvest):I’ll say it If it weren’t for AI, I think we’d be nearing the 2022 bear market lows Look at where we are: Supply shock inflation Rising bond yields Low-quality small caps getting destroyed Weakening consumer It’s the same playbook, but with a sudden multitrillion-dollar buildout I wonder how sustainable that is I’m really struggling to decide whether we’re nearing sentiment and economic lows or if this is just the beginning, and the economy won’t be able to sustain the AI buildout

Daniel Romero

@HyperTechInvest

Analyst. Semiconductors, data centers & physical AI. Portfolio and investment theses on Substack Join 14,000+ readers:

가입 April 2024

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Daniel Romero@HyperTechInvest

2026.10.09 20:44

I’ll say it If it weren’t for AI, I think we’d be nearing the 2022 bear market lows Look at where we are: Supply shock inflation Rising bond yields Low-quality small caps getting destroyed Weakening consumer It’s the same playbook, but with a sudden multitrillion-dollar buildout I wonder how sustainable that is I’m really struggling to decide whether we’re nearing sentiment and economic lows or if this is just the beginning, and the economy won’t be able to sustain the AI buildout

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