11/23/2025
The speculation industry's problem - it only speculates but doesn't really produce anything except fear or optimism and it is often a hit or miss.
The AI scenario.
When there's a constant demand for your products or services that outstrips supply, what are you expected to do? Do nothing and expect to grow at the same time?
Why would the big tech or small players in the AI space simply spend massively irrationally if there's no opportunity to grow to meet growing demand? Will keeping to yesterday's business model ensure a successful business tomorrow?
Take for example Jim Cramer who recently and vehemently advocated to buy Nebius and then after the market pulled back due to fears of an AI bubble not based on any real factors, vehemently warned to keep away from buying Nebius because of its "high" CAPEX, all within the space of two weeks. What gives? What does he or anyone in the speculation Wall Street industry know how to actually run things or more specifically the AI industry? None, zero.
Investors should really steer clear of the speculation/influence industry on Wall Street and be rational rather than simply yield to irrationality and speculation based only on fears rather than facts so that everyone can profit. Either grow or stagnate but you cannot grow by being stagnate especially in the AI space.
Ignore the speculation industry at all costs. They don't produce anything except unnecessary fear or over optimism when such is not called for.
Concerns about an AI bubble have been simmering for at least a year and a half. Nvidia’s incredibly strong earnings this past week tried to put those fears to bed. It may not have been enough.
