What if AI really is a bubble?

And what if the bears calling it one are absolutely right… but five years too early?

That’s the question Nick Hubble and I tackle in this week’s video.

Because there’s plenty to worry about. Hundreds of billions are pouring into AI infrastructure, while one enormous question remains unanswered: will these AI factories ever generate enough money to justify what’s being spent on them?

Nick and I come at this from different sides. He’s more sceptical. I’m more interested in how we profit while the boom is still running.

And somewhere between the two is where I think investors need to be.

During Britain’s forgotten bicycle bubble of the 1890s, what happened to some investors who bet against overpriced bicycle shares?
They made fortunes when prices collapsed
They were forced out before the crash
The government banned their trades
Bicycle companies bought them out


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Cheers,

Sam Volkering
Investment Director, Southbank Investment Research

PS I’ve spent three years building Hyperion for exactly the kind of market Nick and I were talking about – one where there’s enormous opportunity, but also enough noise to make finding it increasingly difficult. Next Thursday, I’m switching it on live and letting it scan the market for the opportunities it believes have the greatest upside potential. Click here to reserve your free spot for Ignition Day. (By clicking the link to sign up to The Hyperion Project, you agree to receive information by email about Hyperion. You can stop emails at anytime using the link provided at the foot of each email).