X @Raoul Pal

RT Andreas Steno Larsen (@AndreasSteno)I joined one of the biggest online shows, Raoul the Journeyman, again to explain why I think the current setup is incredibly different from the dot-com crisis. The market is currently doing the EXACT opposite of the run-up to that crisis, which makes the bubble chatter very much blown out of proportion in my view.We go through how AI will impact sectors, how the CapEx is more often than not backed by an incredible backlog for the hyperscalers - and why I’m wearing one ...