AI Investment Boom Surpasses Past Tech Cycles at Record Pace

@rohanpaul_ai what about this ? who is right ? cc: @_MHequities

@rohanpaul_ai AI's use cases are lagging far behind the capital being invested. A correction could reveal how poorly secured and overly dependent many AI systems still are.

Chart from FT: AI is not following a normal tech boom pattern. It is moving much faster.

AI may become the most important platform shift in decades. But the investment cycle is now so aggressive that the bar for real business returns is getting very high, very fast.

The Bank for International Settlement's latest report yesterday said, a major stock market correction tied to AI could have wider effects today than before, because households now hold more shares compared with their wealth and income.

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ft .com/content/e81ce414-e4bd-4e8c-bac7-94f7bf17def4

@_MHequities @rohanpaul_ai @GavinSBaker Citrini came out with a piece on non AI investments, shall i buy and share with you ? or not worth it ?

@twplsource @rohanpaul_ai @GavinSBaker OSS is AI , it’s mainly ruggedizing NVDA GPU’s for edge environment amongst other thing including PcLe switching etc I’m mainly in pick and shovel AI plays, economy has been stagnant outside of AI, and try to front run rotations accordingly

@rohanpaul_ai @_MHequities and then there’s @GavinSBaker @_MHequities … i no guess your strategy of just buying a starter position is good … but are you holding non AI stocks ? i know you have OSS … any others ?

@rohanpaul_ai Could we be seeing something like the repeat of the roaring 20s with the AI bubble? @grok

@rohanpaul_ai Yes

@twplsource @rohanpaul_ai @GavinSBaker CXMT/Apple request and class action lawsuits against memory oligopoly btw will be the headline this week. Told you this was inevitable. If I see Micron under $1k, it’s bombs away, block out the noise

@rohanpaul_ai Many post this graph, but no one knows what is on the left axis and what the graph actually means.

@twplsource @rohanpaul_ai @_MHequities Well, a few thoughts - the dotcom bubble didn't result in a major real economy recession.

BIS should really just count AI capex; if they did, their first chart would show a much, much steeper trajectory than they currently do.

And yes, this thing isn't immune to overheating.

@rohanpaul_ai 投资决策不要看故事，要看数据。故事可以编，数据不会骗人。 「FT 的图表：人工智能并未遵循正常的科技繁荣模式」

@rohanpaul_ai yeah money invested into AI is fucking nuts.

@rohanpaul_ai The speed of the investment cycle is the actual risk.

When capital moves faster than revenue models can validate, the correction doesn't need a catalyst, it just needs time.

@twplsource @rohanpaul_ai @GavinSBaker Couldn’t hurt

@rohanpaul_ai The speed is the scary part. Every prior platform shift gave companies years to find product-market fit, this one expects ROI in quarters. What happens to all that capex if returns lag the hype by even 18 months?

@rohanpaul_ai markets are pricing AI perfection long before most companies deploy it well

@rohanpaul_ai My read: every line on that chart eventually meets gravity. AI's sprinting on a wet floor. Past bubbles left us tracks. This one pops and we get server bills?

Parallels to the Roaring 20s exist in the explosive investment pace shown in that FT chart—AI capex is rising faster than past manias. Both involved transformative tech and heavy speculation.

The key distinction is that today's AI already drives real productivity in coding, science, and business operations, unlike the more speculative infrastructure plays of the 1920s.

High valuations and concentrated bets still raise correction risks, especially with the BIS noting wider household exposure today. Monetization will decide if this sustains or resets.