What the people who move markets are saying about this, in their own
words. These are views on the record, not scored bets: when a call here grows a number
and a deadline, it moves to the scoreboard. Newest first.
Bull2026-07-06
“I think we are in the early stages of the AI boom”
Market shakeout thesis: "the market is ruthless and the market is opportunistic" (@3:09); AI companies "remind me of Amazon" - long-term bright, shakeout first
Anthony Scaramucci · SkyBridge Capital · podcast interview (yt jZFHMe8Pibs
Bull2026-07-03
Dot-com comparison, on-set board 'A Boom Without the Bubble': then P/E +300% vs down now; prices +780% then vs +160% now (“some stocks up 1,000%”)
Charles Payne · Fox Business (host) · Fox Business
Bear2026-07-03
“Once the AI bubble has burst, I'm telling you the US economy is going to hit a break and go into the recession… even a little tiny hint that the capex story is over… [the NASDAQ] will be down 20% like in no time”
“Are we really going to outsource the battlefield of this country to the consensus view in Silicon Valley? That is effing insane” - on model weights and the Department of War
“I think that the market is ruthless and the market is opportunistic and the market sees in a case like Anthropic and OpenAI it sees the heavy spend and it sees the near-term losses but it sees the long-term very bright very rosy outlook. The AI companies remind me of Amazon”
Railroad money 1873 ≈ AI data-center money today (“about the same”); “500 new railroads were created and by the end of 1872 only a hundred were able to pay dividends”; AI “not going to make money in a straight line”
Liaquat Ahamed · Author, Lords of Finance / 1873 (Pulitzer) · 1873 book interview
Bull2026-06-19
Far more demand for intelligence than supply; AI trade huge
Ankur Crawford · Alger · Bloomberg (Alger)
Bull2026-06-19
Lean into AI-infrastructure recipients (power, data centers)
Kevin Mahn · Hennion & Walsh · Fox / Hennion & Walsh
Bull2026-06-19
Own the AI power-generation recipients, not just Mag 7
Stuart Kaiser · Citi · Fox / Citi
Bull2026-06-18
AI chips supply-limited for years; demand enormous
Maybe an AI bubble, a short-term duration mismatch
Andrew Ross Sorkin · CNBC / NYT · CNBC / '1929'
Bear2024
Nvidia makes 100%+ of AI profits; feels close to the 1999 bubble
Peter Thiel · Founders Fund · All-In Podcast
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Pundit Rumble · punditrumble.com · built 2026-07-09 from the records · never hand-edited · not investment advice.