A Bear Market Is Due: I’m Buying This Industry Anyway (SP500)

A Bear Market Is Due: I’m Buying This Industry Anyway Deep Value Investing 12.43K Followers Comments Summary I lean toward the view that we are indeed in an AI bubble. The pop is nowhere in sight. That’s why I’m fully invested and cautious at the same time. Consider this: earlier this year, AWS’s AI revenue run rate was over $15 billion, while Amazon’s CapEx could reach about $200 billion in 2026. The math doesn’t add up. As long as the music is playing, I’ll dance to the rhythm of the market. The tune is hyperscaler CapEx, and I believe semis…