Why AI spending is accelerating while bubble warnings intensify

This contradiction is creating a once-in-a-decade opportunity...

Hi,

Wall Street veterans are warning about an AI bubble, yet companies just committed $375 billion to AI infrastructure—with another 33% increase planned for next year.

This paradox is creating extreme bifurcation: some AI stocks are up over 130% this year while established tech companies face mounting investor skepticism.

One category of companies is positioned as “picks and shovels” providers that profit regardless of which AI applications succeed. Access full story here.

-Christopher

P.S. A major bank CEO just warned about a “serious market correction” within 6-24 months. Meanwhile, certain infrastructure providers have their entire 2025 production already sold out. You really need to read this before it’s too late.