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When is the AI Bubble gonna burst? (Give your opinion)
Investor summaryBearish
Author expresses extreme bearishness on the market and AI stocks, citing exaggerated macro events and inflated valuations.
Bear points
- Global risk assets have corrected and central banks are turning hawkish due to inflation.
- AI stocks have inflated and unrealistic forward P/E ratios.
- Flight to safety is evident with gold surging and record deposits in Swiss banks.
AI 资本开支降息与宏观
Post body
I'm really worried now about this situation in the financial markets. Most global risk assets have already corrected, Central Banks are getting Hawkish due to inflation caused by the Closing of the Strait of Hormuz, Trump keeps pumping and dumping the Market with his phony tweets, gold had a big run in recent months and Swiss Banks are receiving record deposits of people looking to protect their money. Everybody knows AI stocks forward P/Es are inflated and unrealistic.
Is this the beggining of the end?
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