中文翻译
@accounting_ds @soulbiri1 目前肯定还不是人工智能(AI)的狂热(euphoria)或泡沫，因为大多数公司都有远期收入支撑。量子/核能目前是一个投机性泡沫，关键矿产(critical minerals)可能也是。我们可能在三次降息后才会看到狂热的真正含义。
· 方法论
AI非泡沫因有收入支撑，量子核能属投机，降息后或现狂热。
英文原文
@accounting_ds @soulbiri1 It’s definitely not euphoria in AI or a bubble yet since most are backed by forward revenue. Quantum/nuclear is a speculative bubble to right now, possibly critical minerals. We might see the true meaning of euphoria after triple rate cut