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Tag: AI Bubble

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lntélligence artificielle Tech

La métamorphose du cycle IA : de la bulle à la systémique

SYNTHÈSE EXÉCUTIVE : LA MORT DU PARADIGME BULLE/NON-BULLE L'annonce d'OpenAI d'investissements massifs ($1.4T/30GW d'ici fin 2025) a définitivement anéanti le débat bulle/non-bulle, instaurant un régime d'interdépendance critique. Ce "Sam's Spending" est un point d'inflexion structurel majeur. Le changement de paradigme est noté très haut, avec une forte probabilité de permanence. Trois méta-transformations sont observées…
décembre 10, 20250Comments

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Analyse de marchéAnalyse de marché EconomieEconomie

Liquidity, AI, and the Debt Crisis: How De-dollarization Fuels the Speculative Bubble

This analysis causally links macro-geopolitics (de-dollarization) to micro-speculation (AI bubble) and our investment thesis (Fed Pivot). The analysis of the text and image (de-dollarization) confirms that the financial environment is not stable, but its fragility is the driver of our opportunity. MACRO & FINANCIAL ANALYSIS: DEDOLLARIZATION, DRIVER OF THE AI PIVOT AND BUBBLE …
novembre 6, 20250Comments

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Analyse de marchéAnalyse de marché EconomieEconomie

US stock market valuations (SPX) have exceeded the extremes of 1929 and 1999 by 20 to 30% on critical measures such as the Shiller Ratio (CAPE) and Market Capitalization/GDP

I. MACRO DIAGNOSIS: THE EUPHORIA BUBBLE IS QUANTIFIED The chart and data confirm that the phrase "this time it's different" is, as historian Kindleberger documented, the peak signal of a speculative mania. 1. The Shiller Indicator (CAPE): The Sword of Damocles • The Fact: The CAPE ratio (Cyclically Adjusted Price-to-Earnings Ratio) is…
novembre 2, 20250Comments

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