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To: edward miller who wrote (10536)11/7/2025 10:10:18 AM
From: Sun Tzu  Respond to of 10711
 
You are absolutely right. It marks when ChatGPT rolled out and AI became the main driver.

It also neatly illustrates the K-shaped market and economy.

The small problem is that AI stocks are now pulling back.

My big worry is that if this pullback continues and AI projects lose their funding, then the trillions committed to AI projects could become off balance sheet bad loans and blow up the whole economy. In essence we could end up with a mix of 2008 RE bubble + 2000 Internet bubble. Though I don't think it will be as bad as either was.