EllioTrades Clips(@ellioclips):The investor who shorted the 2008 housing bubble is telling you who wins and who loses in the AI trade Danny Moses (@dmoses34) says the long-term winners are the companies that can pull back on AI spending whenever they want "At any point, Google and Amazon can turn off the spigot and stop spending the money, and they're gonna be fine. These are cash flow machines" "The names that are kind of middlemen, so to speak... Those are the names that scare me a little bit"

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2026.09.14 23:52

The investor who shorted the 2008 housing bubble is telling you who wins and who loses in the AI trade Danny Moses (@dmoses34) says the long-term winners are the companies that can pull back on AI spending whenever they want "At any point, Google and Amazon can turn off the spigot and stop spending the money, and they're gonna be fine. These are cash flow machines" "The names that are kind of middlemen, so to speak... Those are the names that scare me a little bit"