Darius Dale says AI capex bubble will precede secular bear market, likely starting 2H27 or 1H28

Darius Dale of 42Macro says the AI capex bubble will precede a secular bear market, which he expects to commence in 2H27 or 1H28 based on what is known today. This contrasts with Fundstrat's Tom Lee, who does not think the AI capex bubble will precede a secular bear market.

Detected & updated continuously · Source: Nebula