Alvelda pushes back on AI-crash calls: a $16B company growing 45% isn't 'all over'
alvelda · x · 2026-10-15
Responding to a bearish take that the market has the "all clear" to crash the AI trade, alvelda argues it's harsh to declare "it's all over" for a $16B company growing 45% year over year.
- Acknowledges the company has real debt issues
- Contends it is creating tremendous value and changing the world regardless
- Even if a debt restructuring means another company picks up the pieces, the impact stands; he salutes its audacity and dreams
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