Article
AI Bears: Right About The Excess, May Be Wrong On The Trade
AI Bears: Right About The Excess, May Be Wrong On The Trade
Authored by Lance Roberts via RealInvestmentAdvice.com,
While the AI bears focus on concentration and circular financing, the last tech overbuild was financed with debt, and this one is being paid for in cash.
Before I discuss why I disagree with the “AI bears,” I want to state that I respect their opinions, have evaluated their concerns, and have simply derived a different set of conclusions. That is an important statement, because this particular group of “AI bears” includes some of the sharpest...
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