A fly in the ai cibex lay

For all the Fareiff speech this year, there is a strong argument for all weaknesses in the stock of the US's stock markets, partly due to ai playing.

I am a big dealing religious but will be shrine and flight and may be at least in some names).

A memory of 25 years ago this week, Goldman Schs will be dropped out note with the title: the B2C Internet Internet B2C: the end. He urged invests to go out of the user's stock internet stock (B2C) and into a more sustainable plays. In the same month, Robert Shilller is released as a “irreign unconsciously” to “unconsciously stock.

Prior to that, there was soakes of complaints in another persist.

What is the parallel today?

In the past 24 hours a wonderful model contained in Gemini 2.5, a deep new model that affects the generation of a whiter. Nonetheless, the market is unique. At the same time, Great Aspect of Berwick Team, yesterday right now review the AI ​​Training Blog.

We review our predominant rack rate of rack level due to the comparative reasons of productive purposes and uncertainty of demand and supply. We are now aiming 19k / 57k expecting the rack rack server (in 144-GPU) for 2025/26, down from 2025/26.

Now, this is not just frightened but it's more slowly, it's a change in the second result. Goldman still sees cloud services providers with CAPPEX providers with 41% y / y in 2026 but under 2026 and stuck there.

The Goldman Schman simulated the motion from “Fashion Nove” to show me the money “in a ppetry. Do we see the same in ai? That time now?

There are some holy interim times but nvidia shares down 1.8% Premarket.

h / t @Squerrrmro