Media noise, earnings pressure, seasonality, and balance-sheet realities - what do the numbers say? The Media “Maelstrom” Around Tech and AI The media continues to amplify doubts around technology and the so-called AI bubble. This persistent narrative feeds uncertainty and volatility, often disconnected from … [Read more...] about Mainstream Media Tech Babble, AI Doubts, the Seasonal Xmas Rally, and the Year-End Market Constraint
AI Bubble
A Data-Backed View of the AI Economy: What the Media and Market Gurus Overlook
A popular narrative pushed by major media outlets is that artificial intelligence is heading toward a speculative bubble. High development costs, massive data-center spending, and vendor-financed sales are often highlighted as warnings that “the AI boom isn’t real.” Yet this narrative rarely asks the most important question: Is real consumer spending actually shifting … [Read more...] about A Data-Backed View of the AI Economy: What the Media and Market Gurus Overlook
Why America’s Energy System Is Not Ready for Mass-Market AI
The Hidden Bottleneck: Why America’s Energy System Is Not Ready for Mass-Market AI A giant that currently has a high probability of being born lame. Artificial Intelligence promises exponential growth, but its development and mass-market adoption require an energy base that the United States has not yet built. A review of construction trends and electricity generation … [Read more...] about Why America’s Energy System Is Not Ready for Mass-Market AI