AI
ATRIUM MORTGAGE INVESTMENT COR
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Thanks for this. I used it to create an AI Funding dashboard in ChatGPT to monitor, in aggregate for the whole AI boom, Operating Cash Flow, CapEx, and Debt Issuance, with the same done to the the Dot-Com boom as a reference. I'd say we are 1-2 years from the reckoning (excluding novel macro events).

Thanks for this. I used it to create an AI Funding dashboard in ChatGPT to monitor, in aggregate for the whole AI boom, Operating Cash Flow, CapEx, and Debt Issuance, with the same done to the the Dot-Com boom as a reference. I'd say we are 1-2 years from the reckoning (excluding novel macro events).

How to know when the AI boom is about to go bust??
That’s easy. All my positions hit 0 and I get a margin call. useless article

Can you explain your last paragraph a bit more for me? I assume you meant "as long as you are *not* going to panic sell"
So is your point that when the AI bubble breaks, keep buying into QQC because the tech side will inevitably bounce back?
I have been 100%xeqt for a while now and interested in the 80/20 split myself so just trying to get a better understanding of people's opinions, thanks!

How to Know When the AI Boom Is About to Go Bust