AI boom
Luke Gromen argued that the AI build-out is an exceptionally large capital-expenditure boom, but that all five comparable historical booms ended in busts and this one will do likewise 1. He said the bubble may not yet have peaked, while advising investors to take profits as new credit and AI-related securitisation expand 1. Jeroen Blokland characterised the boom as increasingly debt-financed, making balance-sheet strength and capital discipline more important for investors 2.
Where the voices land
Nobody took a position in august 2026.
Mentions
2 in August 2026Stories it travels in
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The stories
- ○ a voice, on the left
- ◌ a voice raising half of these
- ● a subject, on the right, under its story
- ⌒ a line is a voice raising a subject — thicker, more items; colour is the story
The stories this entity travels in: on the right, each story with the subjects seen alongside it; on the left, the voices that raised them, and a line for every subject a voice raised, bundled by story. Tap a voice to light everything it raises, a subject for who raised it, a story for its own lines. The crumb goes back.
Who brings it up
- Jack Farley 1 mention
- jeroen blokland 1 mention
- Luke Gromen 1 mention
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