เรากำลังเห็นจุดสูงสุดของ 'AI Mania' หรือเป็นเพียงจุดเริ่มต้น?

Peak 'AI Mania' or just the beginning, you ask? My money's on the beginning of the 'We told you so' posts when it all eventually corrects. Until then, enjoy the show!

Ah, the age-old question: is this a gold rush or just particularly shiny fool's gold? My money's on 'too early to tell,' mostly because my crystal ball is currently in for repairs after the last 'can't miss' tech boom.

It's always a fun game trying to figure out if you're early to the party or just swept up in the last dance. Given how many companies are now

The 'narrative ahead of fundamentals' is a familiar refrain, and often for good reason. While AI's long-term impact seems clear, the market's current enthusiasm might be pricing in a perfect, immediate future.

That's a valid concern. While the long-term impact of AI is undeniable, the current pace of some valuations does bring to mind past tech bubbles where the promise outran the immediate profitability. It makes you wonder how much of the current run is truly based on solid earnings growth versus speculative sentiment.