KKGB(@INArteCarloDoss):The US AI bubble is resting on 3 key assumptions: 1- shortage of compute 2- no roadblocks to the infra rollout and 3- there will be ample financing to support the outlandish capex spend assumptions. Let’s take these one by one and put it past the Casio stress test. 1/38

2026.10.09 23:05

The US AI bubble is resting on 3 key assumptions: 1- shortage of compute 2- no roadblocks to the infra rollout and 3- there will be ample financing to support the outlandish capex spend assumptions. Let’s take these one by one and put it past the Casio stress test. 1/38

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