As semis go parabolic, the AI bubble talk is again rising on X.
Everyone is dusting off their Kindleberger Manias, Panics, and Crashes book.
But as AI agents dominate market action, both through earnings and as the new emotionless traders in this world, I believe the better cycle lens is now Bubbles, Parabolas and Speed Crashes.
This is a different market structure.
This is a different world.
Investor cycles and regime shifts will always be here, but with AI, the rules of the game are changing in real time.
Watch my latest video on the implications for investors:
piped.video/Sopf31BOP4U