BofA: AI buildout is structurally opposite to dot-com — abundant demand chasing scarce compute
BenBajarin · x · 2026-11-03
Bank of America argues this AI buildout may be structurally opposite to the 90s dot-com bust: abundant demand chasing scarce compute, rather than building ahead of adoption. Analyst Ben Bajarin amplifies the point, saying this buildout is one where demand already exists, unlike prior cycles that had to build ahead of demand while new hardware diffused. The post references $MU, $ARM and $SNDK.
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