About Market Sentiment
About Market Sentiment
Here are some numbers to put things in perspective of how much we are investing in AI (all figures adjusted for inflation):
Every month, we are spending more on AI infrastructure than the total cost of the Manhattan Project.
Every quarter, we now allocate more to AI than the entire 14-year Apollo program.
Just last year (2025), we spent more than what it took to build our entire Interstate highway system over three decades.
While no one can be certain whether AI has the potential to generate returns on this scale of investment, the massive amount of capital being pumped in is pushing companies, industries, and technology to their limit.
The problem we have noticed here is that most media outlets just attribute AI to the Magnificent-7 stocks and do the bare minimum due diligence on other companies. The “research” is so bad that, just a few years ago, the BBC News called ASML “a relatively obscure Dutch company.