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Boosted by pixxl:
nicholasgrossman.bsky.social@bsky.brid.gy ("Nicholas Grossman") wrote:
AI is now the biggest investment in all of US history as a percentage of GDP.
Datacenter construction is up, all other construction is down.
"AI Is Squeezing Out the Rest of the Stock Market," reported WSJ 2 days ago.
We basically bet the whole economy on the most optimistic visions panning out.
RE: https://bsky.app/profile/did:plc:x4qyokjtdzgl7gmqhsw4ajqj/post/3mx2oktgvbk2c