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@pavel.chef:

Pavel Golovanov
Pavel Golovanov
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Region: FR
Tuesday 09 June 2026 13:30:44 GMT
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delia.ioana.carla
Delia ioana Carlanaru :
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2026-06-09 23:34:34
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What this rally has resolved, at least for now, is not whether the trend has reversed, but whether buyers are finally willing to step in after such a steep decline. The market is making one thing clear: AI is real, demand may be real, and companies may indeed be making money. But if share prices have already discounted all the expected growth of the next three to five years, stocks can still fall even when the industry’s long-term direction proves entirely correct. The real question is when—and by what standard—the market should value that future growth. What concerns me most now is not whether AI is merely hype, but the timing mismatch among AI capital spending, corporate earnings, and stock valuations. And even more concerning than valuation is leverage.
What this rally has resolved, at least for now, is not whether the trend has reversed, but whether buyers are finally willing to step in after such a steep decline. The market is making one thing clear: AI is real, demand may be real, and companies may indeed be making money. But if share prices have already discounted all the expected growth of the next three to five years, stocks can still fall even when the industry’s long-term direction proves entirely correct. The real question is when—and by what standard—the market should value that future growth. What concerns me most now is not whether AI is merely hype, but the timing mismatch among AI capital spending, corporate earnings, and stock valuations. And even more concerning than valuation is leverage.

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