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AI bubble fears and a theory about hedge-fund leverage
A commentator argues hedge-fund leverage appears to be popping, while AI continues to advance despite bubble fears.
TLDR
A market commentator disputes “AI bubble popped” takes, arguing that hedge-fund leverage instead appears to be popping while AI continues to advance. They say an abundance long predicted by Elon Musk would erode companies’ scarcity and pricing power, and argue that markets are beginning to adjust. They also say bitcoin is continuing to disconnect from tech.
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