The AI Bubble Everyone Fears Doesn’t Exist

The widespread worry that the artificial‑intelligence market is on the verge of bursting? According to analyst Leo Nelissen, it’s misplaced—what we’re seeing isn’t a speculative “bubble” but a genuine industrial build‑out. In his article, he argues that massive capex from tech heavyweights is backed by real cash flows and disciplined capital deployment. He notes that although valuations and earnings in the AI sector may get more volatile, diversification into energy, infrastructure and private credit presents smart opportunities. The takeaway: rather than panic‑selling, investors might be well served by maintaining a strong core portfolio and selectively adding exposure to AI‑beneficiaries. #AIInvesting #TechnologyBuildout #MarketMyths #InfrastructureBoom #SlimScan #GrowthStocks #CANSLIM