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Thomas
@aviationdoctor.eth
Goldman: $1T in upcoming CapEx spend on AI infra (data centers, chips, power grid, etc) is not commensurate with actual revenue streams from AI (https://www.goldmansachs.com/intelligence/pages/gen-ai-too-much-spend-too-little-benefit.html). Barclays: $60B in CapEx spend in 2026 for $20B in revenue (https://www.morningstar.com/news/marketwatch/20240627298/is-an-ai-stock-bubble-looming-thats-the-167-billion-question). Is the AI bubble about to pop? https://www.marketwatch.com/amp/story/is-an-ai-stock-bubble-looming-thats-the-167-billion-question-53a76c00 Counter take from JP Morgan: AI stocks valuation still well below the dot-com bubble era valuations, so there is still plenty of headroom (https://www.jpmorgan.com/insights/investing/investment-trends/how-to-invest-in-ais-next-phase) What’s your view?
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umtor.base.eth
@umtor.eth
gm
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