invest1 publisher
GMO expects new share supply to end the AI bubble before AI revenue disappoints
GMO's Ben Inker and John Pease expect share supply to end the AI bubble, pointing to the June 2027 lockup release on roughly $2 trillion of SpaceX stock. Their argument rests less on AI revenue than on where buyers of those shares find the cash.
Publishers:seekingalpha.com
Reality
- Evidence30
- Adoption
- Insufficient
- Hype gap+20
- Incentives
- Insufficient
- Confidence35