The biggest mistake stock market bulls are making right now

Mac10

The biggest mistake stock market bulls are making right now is extrapolating the record AI bubble to infinity to justify today's stock valuations. Morningstar: Forward Earnings Justify Valuations: https://t.co/yltK15rGbr "We are in the 'Roaring '20s.' " This week Moody's threatened an unprecedented credit downgrade of hyperscalers: https://t.co/rSSubbkecI “The transition from asset-light to asset-heavy models requires unprecedented levels of investment and capital raising...The moves “threaten credit quality” U.S. IT investment adjusted for inflation: https://t.co/MLDNWI9fHB

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