Can AI stocks go up? I think looking at Capex is enough. Giants harming each other, in a prisoner's dilemma, the overall growth rate of expenditure slowing down is the beginning of AI stock collapse.
Thoughts: 1. Fundamental supply and demand relationship 2. Who are the true main participants 3. Physical world boundary limitations
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Can AI stocks go up? I think looking at Capex is enough. Giants harming each other, in a prisoner's dilemma, the overall growth rate of expenditure slowing down is the beginning of AI stock collapse.
Thoughts: 1. Fundamental supply and demand relationship 2. Who are the true main participants 3. Physical world boundary limitations