"AI Bubble" is clearly consensus

=== SUMMARY === - The author reports that at a conference with 300+ institutional investors, 100% were extremely concerned about AI-related asset overvaluation, yet each believed their view was out of consensus. - The thesis is that concern about an AI bubble has itself become the consensus view, which may be a warning sign for a potential reversal or continuation depending on whether investors act on that concern. - Quality assessment: This is an anecdotal sentiment observation, not a data-driven deep dive – more speculation/commentary than rigorous DD. === SENTIMENT === NEUTRAL === TRADE IDEAS === No actionable trade ideas in this post. === COMMENTS SUMMARY === The top comment (u/ninjagorilla) argues that talking about a bubble does not equal selling; most investors haven't acted, and historical bubbles (South Sea, railroads, etc.) had public warnings before collapsing. This suggests the current consensus fear may not yet be a market top, adding a contrarian layer to the author's observation. No specific ticker or trade is implied by either the author or the comments.