🤖 Last week, everyone thought AI was over.
The narrative was everywhere:
AI is slowing down.
AI capex has peaked.
The AI trade is getting crowded.
Meanwhile, the industry kept moving. 👀
🚀 OpenAI released GPT-6 Sol & Luna
🧠 Anthropic released Opus 5.5
⚡ $SpaceX(SPCX)$ released Grok 4.7
🔥 $Meta Platforms, Inc.(META)$ ’s Muse is going viral
The AI slowdown narrative didn't even last a week.
And this isn't the first time.
There will always be another reason to question the AI trade:
• DeepSeek
• AI capex concerns
• Data center cancellations
• Chip export controls
• Credit risks
• Circular financing
• Concerns about the pace of AI progress
Every few months, a new headline creates another wave of fear. 📉
But the underlying infrastructure race keeps moving.
More capable models require more compute.
More compute requires more chips.
More chips require more data centers.
And data centers require more energy. ⚡
That doesn't mean every AI company will win, every valuation will hold, or every AI investment will work.
It does mean the question isn't simply whether the AI boom is slowing down.
For now, the industry is still building.
More compute. More data centers. More chips. More power.
Not less. 🚀
Markets are always moving - and sometimes, the best move is knowing what works for you.
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