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

Investor summaryBearish

Companies are issuing new shares to buy Nvidia chips, reversing a 23-year trend of stock buybacks, signaling an AI bubble.

Bear points

Companies are diluting shares to fund massive Nvidia chip purchases.
This share issuance reverses a 23-year trend of corporate buybacks, signaling an unsustainable AI bubble.

NVDAAI 资本开支价值 / 回购

Post body

First time in 23 Years. It took 23 years of corporate stock buybacks to artificially prop up our portfolios. Companies are printing so many new shares just to buy Nvidia chips that they literally reversed a two-decade trend.

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

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