Future Investing
AI IS NOT SLOWING DOWN, IS IT A BUBBLE? | Tech Frenzy
10/10/2025, 2:05:25 AM
Economic Summary
- AI still early in growth cycle
- Big tech funding expansion through profitability
- Capex spending to surpass $100B quarterly
- Tokenization opening global access to US assets
- 401k crypto inclusion proposed
- Increased inflows from retirement accounts support equities
Bullish
- Nvidia expected to keep 75% AI accelerator share
- AI market demand accelerating
- Big tech capex expanding rapidly
- Humanoid robotics, AGI yet to come
- Ethereum adoption increasing via tokenization
- BMR Treasury strategy proven
- Latin America markets gaining support
Bearish
- Possible AI bubble forming in smaller startups
- Capex growth may outpace cash from operations
- Risk of negative free cash flow for big tech
- Potential corrections in larger names if spending slows
- High-priced humanoid robots may limit adoption
Bullish tickers
NVDABMRETHSOFIMELIDLO
Bearish tickers
AMDMETAAMZNGOOGLPAYPAL
People mentioned
Jensen WongCJ MuseAmitSteven FiorilloDevin RyanTom LeeDonald TrumpMark ZuckerbergSatya NadellaJared IsaacmanElon Musk