Heard on the Street: If you’re looking to determine when the AI boom is about to go bust, remember history shows that market manias end when the capital spigot turns off https://t.co/8SiM0ffj3r
Why now
Thesis: AI boom depends on continued capital availability
Catalyst to watch: Signs of tightening AI capex funding
Main risk: Timing a mania top is unreliable
Why it matters
Framing AI as a mania tied to capital availability flags that a funding slowdown, not earnings, could end the cycle.
Details
Heard on the Street: If you’re looking to determine when the AI boom is about to go bust, remember history shows that market manias end when the capital spigot turns off https://t.co/8SiM0ffj3r
Sources
- x · 2026-09-27 09:30 UTC