The AI everything bubble has all the makings of a classic market pop – belief in a theme, everyone on the bandwagon, hype, enthusiasm and not much real content. And sitting in the middle will be those who really claim to understand it.. Plus some thoughts on Tucker Carlson.
September's ARM IPO could be a “CFP” for markets if it breaks the current everything AI consensus (aka “bubble”). There are many reasons to think it could, because it’s basically Masayoshi Son rolling it with big aplomb in the Tech Casino.
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