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