Zortix matched this thesis to Artificial intelligence ETFs as the exposure the bearish case argues against, most actionable for readers who already hold them. Not a recommendation.
Inevitable AI infrastructure overbuild
The guest stated it is inevitable that the market will overbuild data centers and AI infrastructure, drawing a parallel to historical cycles of financial euphoria.
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The Callback
US Treasury yields headed to 10%
43 weeks between these two statements.
The guest argued the current AI boom exhibits the same extreme euphoria and disregard for financial fundamentals that characterized the dot-com bubble.
The guest stated it is inevitable that the market will overbuild data centers and AI infrastructure, drawing a parallel to historical cycles of financial euphoria.