Stop the Panic: AI’s 10-Year Buildout Is Only 2–3 Years In—So Why Is the Market So Indecisive?
Money yet again flowing into defensives and homebuilders and out of the AI infrastructure trade as risk appetite switches by the day.
This has to be the most indecisive market ever? What more evidence can the market want at the moment?
$SpaceX(SPCX)$ and $NEBIUS(NBIS)$ single-handedly reminded (yes reminded...nothing changed from before) of the insatiable demands. Yet still by day 3 sentiment looking more positive here we are again.
We're in a period where it seems like the market and investors are unsure what to bet on. Either it's the claims and posted financials from the biggest, most AI centric companies in the world and their management... or claims and "research" from financial media designed to create nothing but fear.
I get fears over valuations. I get fears over financing etc. But we're not even anywhere near a level where this AI trade can be considered overvalued in anyway.
We're literally 2-3 years into a 10+ year buildout. Stop the panic and use some logic.
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