Source: Persuasion
by Jerry Kaplan
“It’s a great party. But as the music gets louder, the lights dimmer, and the drinks stronger, you already know how it ends: a miserable day in bed nursing an epic hangover. So why not one more margarita before calling that Uber? Welcome to the AI Bubble. All the warning signs are there, and the aftermath is equally predictable. But with your portfolio brushing the stratosphere, why not spike it with a little margin? You may think your ETF is diversified, but with more than half of the S&P 500’s gains for 2025 coming from the so-called ‘Magnificent Seven’ AI-exposed stocks, you’ve already doubled down on one massive bet—that the new wave of Generative AI will soon drive exponential earnings growth far into the future.” (12/08/25)
https://www.persuasion.community/p/theres-an-ai-bubble-for-real