Happy Monday stackers! After a rough week last week we are back and it looks like the bulls are here as well!
Will they remain?
🟥or 🟩
Question
Is the AI trade over? Yes or no along with your guess gets the bonus sats today !
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Bears (🟥) Win:
I think the AI trade has at least another 12 to 18 months left
Sheesh no bears today
🟩 Yes, now companies actually have to deliver ROI to move the needle.
🟩
No, but it’s definitely taking a breather while the market digests all the insane valuations
🟩 It's not over, but the hype cycle is resetting. The real winners will take time to stand out.
🟩
Far from it. Generative AI was just phase one, agentic AI and robotics are the next wave.
🟩 Not a chance.
Compute demand is still climbing, and energy and cooling are where the real play is heading next.
🟩 No way, we're still in the early innings.
🟩 Not over, but the easy money has definitely been made. Now it’s all about showing real revenue.
🟩
Yes, in the short term. Big tech capital expenditure is hitting a wall and investors are getting impatient.
Don’t forget to submit your guesses to win 30k in sats
#1606443
🟩 No. NASDAQ closes 25,640
Not over, just choosier. The Comp ran to 25,800 this morning and has already given back about 200 points of it, so buyers are still showing up but they're not chasing. NVDA is only up 1% on a green tape, which is not what a blow-off looks like.
VIX slipping back to 19 says nobody's panicking either. Green close, well off the highs.