Tell me you are in an AI bubble without telling me you are in an AI bubble.

Investor summaryBearish

Author warns the buyback mechanism propping up SPY is ending just as massive AI IPOs flood the market, signaling an AI bubble burst.

Bear points

The 'shrinking market' cheat code (stock buybacks) propping up SPY for 23 years is finally turning off.
Massive AI mega IPOs are about to hit the market, likely draining liquidity and popping the AI bubble.

SPYAI 资本开支降息与宏观

Post body

The 'shrinking market' cheat code that has been propping up our spy calls for 23 years is finally turning off right as the AI mega IPOs hit. Good luck out there, degens. Godspeed!

Source : https://www.ft.com/content/f7dae4e1-d650-45ab-ac97-043c7a965d24

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