Episode Details

I’m going to go on record with a prediction that’s somewhere in the next six months, we will see a major pull back in the stock market specifically tied to artificial intelligence. My reasoning for this is three-fold:

1. There was a change to the generally accepted accounting principles (GAAP), a few years ago. 
2. Data center investments have been delayed due to community opposition.
3. We have a large amount of hardware that has already been delivered that is yet to be installed. 

The combination of these three factors will appear on company earnings statements within the next two quarters which will have a negative impact on stock valuations. 

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