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AI companies have accounted for 80% of the gains in US stocks this year. NVIDIA's market cap is now larger than the entire UK stock market, showcasing AI's dominance.
The shift to internet capital markets is happening alongside AI advancements, rewriting how companies are built and funded.
Over 80% of the stock market gains in 2025 are from a few AI-related companies. This is not a sustainable economic model, as these companies are essentially trading among themselves.
The shift to internet capital markets is happening alongside AI, transforming how companies are funded and built.
The shift to internet capital markets is happening alongside AI, transforming how companies are built and funded.
The concentration of market value and earnings growth in a small number of companies poses risks. A significant market drawdown could trigger a recession, especially if AI expectations are not met.
The AI bubble remains large but hasn't popped. Companies like OpenAI are selling a high-margin story while hoovering capital cheaply and investing in infrastructure, which may not depreciate as fast as expected.
The market is rewarding AI investments, but there's skepticism about the long-term economic sense. The real question is whether these investments create long-term liabilities that hinder future profitability.