đź’» The AI Circle-Jerk Profits đź’°
Everyone’s hyped on “AI revolution” headlines — but look under the hood:
Only a handful of companies are actually making real profits.
The rest? Selling picks and shovels to each other, inflating margins with paper demand.
When everybody’s a supplier and nobody’s the end user, that’s not innovation — that’s a loop.
And loops break hard when capital costs rise or sales flatten.
Call it what it is: an AI circle jerk of revenue recycling.
Watch for profit compression once the hype premium fades.
Click boost, follow, comment nicely for more authentic, no BS, raw analysis. Let's get to 5,000 followers. ))
Everyone’s hyped on “AI revolution” headlines — but look under the hood:
Only a handful of companies are actually making real profits.
The rest? Selling picks and shovels to each other, inflating margins with paper demand.
When everybody’s a supplier and nobody’s the end user, that’s not innovation — that’s a loop.
And loops break hard when capital costs rise or sales flatten.
Call it what it is: an AI circle jerk of revenue recycling.
Watch for profit compression once the hype premium fades.
Click boost, follow, comment nicely for more authentic, no BS, raw analysis. Let's get to 5,000 followers. ))
Real Macro Economic Investing
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The information and publications are not meant to be, and do not constitute, financial, investment, trading, or other types of advice or recommendations supplied or endorsed by TradingView. Read more in the Terms of Use.
Real Macro Economic Investing
patreon.com/Realmacro
patreon.com/Realmacro
Related publications
Disclaimer
The information and publications are not meant to be, and do not constitute, financial, investment, trading, or other types of advice or recommendations supplied or endorsed by TradingView. Read more in the Terms of Use.
