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How To Play The Coming AI Capex Bust
Seeking Alpha· 2025-09-16 20:57
While much of the attention of economic bears has been on tariffs, there is another economic risk that may be even larger. That is the potential for a major AI Capex investment bust. Notice I did not say AI bust. That genie is outTipranks.com shows stock returns from my articles have averaged over 30% over a one year period. I was the Credit Manager for a mid-sized publicly traded bank and retired early in 2013 due to success in the stock market. Despite never working in the industry, I took and passed the ...