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A month ago the prevailing thesis was: A.I. equities are undervalued.
Now the same people that fed that thesis fall into three camps:
- A.I. is going to kill
Billy Banks (Coach) • 2026-09-15 01:58 UTC • By Billy Odell Tucker-Robinson
A month ago the prevailing thesis was: A.I. equities are undervalued.
Now the same people that fed that thesis fall into three camps:
- A.I. is going to kill us all
- A.I. has reached a ceiling
- A.I. isn’t even real A.I.
Which one of those 3 is the bull case exactly?
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