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Jeff Bezos Warns Investors About AI & Data Center Stocks

Oct 7, 2025

The creator returns from a break to discuss the recent surge in data center stocks like Iron Mountain (IRM), Digital Realty Trust (DLR), and Coreweave, presenting a bearish counter-argument to the prevailing bullish sentiment. He highlights the significant price appreciation and potential risks associated with these companies, despite not holding any positions himself.

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