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David Trainer “Calling End to AI Trade:” Risks Loom Over Liquidity, IPOs & Earnings
David Trainer is making what he calls his “boldest call ever” that the AI bubble “is about to pop” due to liquidity squeezes. New market dynamics from increased inflation and Treasury yields are key components backing David’ bear case. He adds that IPO valuations in companies like Anthropic, OpenAI, and SpaceX (SPCX) don’t make…
Link to Video :https://www.technology-in-business.net/david-trainer-calling-end-to-ai-trade-risks-loom-over-liquidity-ipos-earnings/
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