The AI Trade Will Be Violently Volatile as Leveraged Bulls and Bears Collide
robleclerc · x · 2026-10-17
robleclerc argues the AI trade will be extremely volatile: on one side, people like Leopold see AI's future so clearly they use massive leverage to go long; on the other, old-guard bears and AI skeptics see unprecedented spending and leverage up to bet against it. Oscillating background noise tips the balance, so moves will be violent — he bets the whole ride plays out this way.
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