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Will AI Stocks Crash?

The creator discusses the potential for a significant correction in AI-related stocks, drawing parallels to the dot-com bubble. While acknowledging the reality and potential of AI technology, they highlight massive spending on AI data centers and the risk of overbuilding, suggesting that returns may not justify the investment, leading to a potential market correction.

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MSFTNeutralLow ConvictionResearch Only

Microsoft is mentioned as one of the companies competing in the AI space, potentially leading to overbuilding.

METANeutralLow ConvictionResearch Only

Meta is mentioned as one of the companies competing in the AI space, potentially leading to overbuilding.

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