Jason M

Did the AI bubble didn't pop or did Hedge fund leverage The S&P is 2.7% off all-time highs. If the AI bubble did pop, everyone is getting an amazing opportunity to short a bubble at the highs which would be a first for me. This is just the beginning of a long recognition of the change in the AI market structure where concentration and crowdedness collide where there is visibility of orders out to 2030 but uncertainty of terminal value for everything more than three years ahead with exponential change. AI progress drives revenues and progress is accelerating but PEs are contracting and risk premium is rising for all long duration assets on the back of uncertainty. This reminds me of LTCM. Certainty of the thesis but a lot of time to hold the trades vs investors and lenders interested in monthly returns. Hoodies up! Watch here:youtu.be/TB_-4pN1dsA For Subscriber Info visit ai.22vresearch.com or visser-labs.com Contact Mark Whaling @ [email protected]

Two years ago, I launched my YouTube channel to help people navigate the coming disruption from the convergence of AI and crypto into the world we knew. The mission was simple: Signal — separate facts from noise with data Alpha — focus on agentic compute and crypto Agency — help people use AI tools to grow with exponential reality Over those two years, one form of noise has been constant: “AI is a bubble.” This week was no exception. This week’s video is about climbing the AI Wall of Worry and why the ride is just be starting. Thank you to everyone who has subscribed and joined the growing community on this journey of personal growth and empowerment. Please forward this to anyone trying to learn, adapt, and prepare for what is coming next. Thins are accelerating and not being ready is not an option if you want to thrive in the new world. Climb now! Watch: youtu.be/I37HGwosZgA