Quoth the Raven
· QTR’s Fringe Finance
· 01 сентября 2026, 10:15
· ⏱ 1 мин чтения
| Читать в Substack ↗
Резюме
The author is teasing an emerging, high-risk AI-adjacent theme and a 'pure play' but does not name either in this excerpt; instead, he warns the AI boom could end later this year or early next year and points readers to his previous bearish articles. For markets, this is a caution flag on AI momentum, while the promised trade idea remains unspecified and therefore not actionable from this content alone.
•The author believes there is a 'very real chance' the AI boom could end later this year and into early next year.
•He previously published 'The Real AI Crash Will Start This Year' two weeks ago to detail why the AI boom could end.
•Last week he published '8 Sharp Bear Cases You Must Read Today,' covering possible bearish cases for the stock market.
•The promised idea is described as a 'first look' into a sector that may or may not catch on in the US and depends on continued AI expansion.