Bob Elliott warns markets may be overpricing AI on expectations of parabolic growth, even as spending trends look increasingly linear. The Unlimited CIO says that gap leaves valuations vulnerable if revenue growth at key AI companies keeps slowing.
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Bob Elliott warns markets may be overpricing AI on expectations of parabolic growth, even as spending trends look increasingly linear. The Unlimited CIO says that gap leaves valuations vulnerable if revenue growth at key AI companies keeps slowing.
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$MELI market result
Long $MELI CDS Expiring next Friday $1900/$1950 for $16 (which gives me $34 profit)
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