|
Feb 17
|
|
—
|
LONG
|
@DeItaone
|
Barclays projects the AI robotics market to reach $1 trillion by 2035, driven by autonomous vehicles, drones, and humanoid robots, indicating strong long-term growth potential for companies in this sector. |
@DeItaone
DECADE OF THE ROBOT: AI ROBOTICS MARKET COULD...
|
|
Feb 17
|
|
—
|
SHORT
|
@zerohedge
|
UBS AI baskets are performing poorly ("not pretty"), suggesting a bearish outlook for the sector. |
@zerohedge
UBS AI baskets: not pretty https://t.co/re1oZ...
|
|
Feb 14
|
|
—
|
LONG
|
@MichaelAArouet
|
That’s quite simple:
1. Eliminate regulations throttling European industries
2. End Net Zero, make energy affordable again
3. Limit uncontrolled immigration eroding social systems
4. Lower taxes t |
@MichaelAArouet
That’s quite simple:
1. Eliminate regulation...
|
|
Feb 12
|
|
—
|
LONG
|
Robert Frank
Wealth Editor, CNBC
|
Eric Schmidt (Hill Spire) and Jeff Bezos (Bezos Expeditions) were the top two investors. Schmidt focused on AI voice and Fusion; Bezos focused on AI robotics and energy-efficient AI compute. The founders of the Web2 era are deploying their personal fortunes into the "Physical Layer" of AI (Robotics) and the "Efficiency Layer" (Compute/Energy). This suggests the next wave of value creation is not just in LLMs, but in embodied AI and the hardware required to run it sustainably. Long exposure to robotics and next-gen AI hardware infrastructure. High failure rate of early-stage deep tech; disconnect between private venture trends and public market timelines. |
CNBC
Inside the Family Office 15 List: Here's what...
|
|
Feb 11
|
|
—
|
AVOID
|
@krugermacro
|
The current AI market in early 2026 is compared to the early 2017 crypto market, suggesting potential overvaluation or a bubble that might burst. |
@krugermacro
Early 2026 AI is giving me early 2017 crypto ...
|
|
Feb 09
|
|
—
|
WATCH
|
Alex Kantrowitz
Founder of Big Technology
|
The market is in a period of high volatility regarding AI stocks because investors cannot yet identify the ultimate winners. Uncertainty is high. Investors don't know if value will accrue to chipmakers, model builders, or app developers. Consequently, earnings reports will cause "wild swings" as the market aggressively reprices based on limited data. Tech giants are spending $50B over expectations on CapEx, signaling a massive, blind bet on transformation. Companies overspending on CapEx without immediate returns could punish stock prices. |
CNBC
Market rotation holds as AI uncertainty keeps...
|
|
Feb 07
|
|
—
|
LONG
|
krugermacro
|
The speaker cites an argument that a significant productivity boom is underway, driven by real-world implementation outpacing official statistics, implying strong growth for innovative sectors. |
@krugermacro
On this recent interview Warsh argues we are ...
|
|
Feb 07
|
|
—
|
LONG
|
@krugermacro
|
The speaker believes the AI productivity boom is real and just beginning, suggesting significant future growth for companies involved in AI. |
@krugermacro
The AI productivity boom is real and just get...
|
|
Feb 03
|
|
—
|
SHORT
|
@abcampbell
|
The speaker predicts an "AI Air Pocket" where capital shifts from buybacks to capex, and revenue growth is years away, leading to lower valuations for AI-related investments as investors are unwilling to finance the gap indefinitely. |
@abcampbell
The AI “Air Pocket” is here.
It’s a simple s...
|