Is AI Narrative In Stocks Running Out Of Steam?
From The Desk Of Anthony Pompliano·2025-11-24 14:30
There's been a crack in the AI narrative. You can see it anywhere in the market or in the media. Previously, AI was almost the sole pillar supporting the high valuations of tech stocks.AI, AI, AI. But the market's no longer solely focused on the unlimited demand for AI. Investors are now examining the physical and financial cost of its implementation.On the physical constraint side, AI infrastructure provider Coreweee is a great example. Coreweave saw its stock plunge due to delays in power delivery. Now, o ...