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Amid growing concerns over an AI bubble and potential bear market, historical data highlights the dangers of trying to time Wall Street. Long-term holding consistently outperforms market exit strateg…
Analyst commentary warns that the AI-driven rally mirrors the dot-com bubble. With global AI capex projected to top $1 trillion, excessive infrastructure spending by tech giants risks severe mean rev…
Madison Investments released its Q2 letter, warning of extreme market narrowness and potential AI bubble risks despite strong S&P 500 gains. The fund highlighted insurer Arch Capital Group, praising …
Michael Burry warned that the AI infrastructure boom relies on unsustainable economics, highlighting Nebius's distorted compute contract pricing. While Nebius reported triple-digit revenue growth and…