The Rolling AI Mania: How Software, Silver and Chips Keep Bubbling and Bursting
Dhaval Joshi argues AI isn't one bubble but a rapid sequence rolling through software, silver and semiconductors. Each inflates on a thesis about value capture then bursts as margins prove unsustainable. Recent selloffs, record highs and $670B capex plans show the pattern accelerating. Markets keep guessing what comes next.
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The Rolling AI Mania: How Software, Silver and Chips Keep Bubbling and Bursting Why it matters: AI News is moving the AI stack right now, and this update helps explain what changed for builders. Source: Webpronews https://a2zai.ai/bytes/the-rolling-ai-mania-how-software-silv...
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