invest2 distinct publishers
The rolling bubble: stop asking whether AI is one, ask which layer is repricing
Dhaval Joshi says software, silver and semiconductors each boomed and broke in turn as investors kept misjudging who captures AI's value. The rotation is what has kept the selloff from correlating.
Publishers:cryptobriefing.comfortune.com
Reality
- Evidence52
- Adoption34
- Hype gap+16
- Incentives62
- Confidence58