TSP Center

Three transformative technologies. In the first two cases, those who built the infrastructure were not market victors in the long run.
See 6. Past Boom Winners in Why the AI Spending Spree Could Spell Trouble for Investors

Will the story of AI form the third stanza of this rhyme?

At 70 y.o., AI is exciting and a fast money maker, but I’m more concerned with the circular financing shenanigans (Financial “Ouroboros”). Too many interconnected parts (chips, data centers, energy, ROI, etc.) that might have a devastating effect on this market trade. Quite surprised that the SEC hasn’t done a deep dive; or maybe they have just looked the other way.