Is AI the Dot-Com Bubble Again? $1 Trillion Gone, Record Earnings, Bull vs Bear

There's no easy way to say this, but we might be witnessing the collapse of the AI bubble in real time.

It goes beyond the title with direct discussion of companies, these, money, including: Over the last two weeks, we've seen over $2 trillion wiped out in the stock market.

1. 01And it's all because people are losing faith with the hundreds of billions of dollars that are being invested in AI CapEx to buy GPUs and to build these new models
2. 02Next year, we're planning to spend over $1 trillion on compute, buying GPUs, building data centers, investing in power, etc
3. 03To stand up these next gen AI models that we still haven't quite seen the ROI from