We are hair’s breadth away from a GenAI bubble collapse – and at last everybody knows it.
Brutal, correct observation today @BusinessInsider by @_hasanc:
“Jensen Huang faces a monumental task as he takes center stage at a Goldman Sachs event on Wednesday: getting AI investors… pic.twitter.com/MmJUjwLkGH
— Gary Marcus (@GaryMarcus) September 11, 2024
$NVDA 72 insider sells in the last 12 months……0 buys https://t.co/gizo8HAVFA
— Tracy Shuchart (𝒞𝒽𝒾 ) (@chigrl) September 10, 2024
The $GBP being borrowed from #BOE short term repo OMO for emergency liquidity are clearly being dumped to buy $JPY and close the carry trades 👇🏻 https://t.co/nnQLVGsqHt pic.twitter.com/4mM6EGBar4
— JustDario 🏊♂️ (@DarioCpx) September 11, 2024