Miner Company
Project Freedom: Why This Won't End Well
The S&P 500 (SPX) is at risk of a near-term pullback and longer-term correction due to extreme AI-driven concentration and potential longer term overvaluation. AI infrastructure spending by hyperscalers has reached unsustainable levels, driving an earnings bubble that may soon peak and reverse.
The S&P 500 (SPX) is at risk of a near-term pullback and longer-term correction due to extreme AI-driven concentration and potential longer term overvaluation. AI infrastructure spending by hyperscalers has reached unsustainable levels, driving an earnings bubble that may soon peak and reverse.