
AI Bubble Again
Is it going to pop? It seems that every time I look at stocks in the Technology Sector, people are talking about the AI Bubble and when it will burst. They look at the CapEx spending especially in the hyperscalers…

Is it going to pop? It seems that every time I look at stocks in the Technology Sector, people are talking about the AI Bubble and when it will burst. They look at the CapEx spending especially in the hyperscalers…

So I had started to work on a plan to reduce the number of stocks that I have and add to some positions and then the whole stock market goes crazy. Today is February 5th, 2026 and everything is dropping…