#BreakingInsight:
#AI bubble is not popping but deflating:
#investor valuations on unlisted #OpenAI #Anthropic has big write-off for #PrivateCredit + #Banks
plus free-float $NVDA $AMD et al, & hyperscalers $AMZN $OOGL $MSFT
IS NOT REALISTIC - today citing Core #PPI m/m!
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