Is AI a Bubble?
I just hopped off a call with an analyst at a major firm, and we both came to the same conclusion.
Market sentiment at the moment is composed of many little moving pieces, but they all come together to form the same question:
Is AI a bubble?
In this article, I’ll explore what needs to happen for stocks to go up and, beyond all the noise, what the market is looking at on a fundamental, long-term basis.