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Is The AI Bubble Really About To Burst?
Source: seekingalpha.com
Artificial IntelligenceMarket Technicals & FlowsInvestor Sentiment & PositioningCorporate Earnings
The author characterizes the AI-driven rally as a historic bubble but expects further gains before a likely crash around 2028–2029. They cite massive AI capital expenditure and debt-funded expansion alongside robust earnings growth, an S&P 500 forward P/E below 20, and Q3 EPS estimates of 29.5%.
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