AI bubble trouble talk is overblown
For the foreseeable future, the market is facing a shortage of capacity — hardly the conditions that spell imminent disaster
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AI bubble: don’t throw the baby out with the bathwater
Watch individual stocks and sell if they are too aggressively valued
The AI boom is not a bubble
Valuations may be spectacular and a bust could come — but while there’s exuberance there is no mania or irrationality
Is it a bubble?
Given that the growth of demand for AI is so unpredictable, there can be no doubt investor behaviour is speculative
Interest rates take fright
The market’s calm in the face of war is beginning to crack
Beware the three Ls: leverage, liquidity and lunacy
In the long run bubbles always deflate, often when least expected
The AI debt boom does not augur well for investors
The surge in investment may end up looking more like previous cycles of over-optimism and heavy capital spending