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This is the critical detail that could unravel the AI trade: Nobody is paying for it.
(www.morningstar.com)
this post was submitted on 03 Sep 2025
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The funniest bit: In the best case scenario, one of the big AI investing companies makes a break through. When that happens all the others are going to get demolished. 4 or 5 of the 7 companies responsible for almost all the positive "growth" of the american economy are going to go belly up.
That assumes the breakthrough can't be copied by the others, which hasn't been the case yet.
At some point, investors will start pulling their capital. They won't need 10 companies doing the same thing, so they will choose a few of them and crash the ones running behind.