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BULLISHCore thesis · 5/5

AI bubble peak still years away

The case made was that the AI investment cycle is analogous to the late 1990s tech bubble, with significant upside potential before a likely peak and major correction in a few years.

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NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE
AI bubble peak still years away · Zortix