Il mercato non guarda più le stime, guarda la narrativa.
E la narrativa dominante è una sola: quanto ti costa l’IA e quanto ci metterai a farla rendere.
È per questo che anche chi “spacca” gli earnings viene punito.
Sulle uscite di liquidità, non sono solo i pesciolini, anche i pescioloni stanno alleggerendo da giorni.
Credo che quando il mercato inizierà a prezzare i profitti dell’IA e non più i costi, il rimbalzo sarà violento.
Nel frattempo taglio i rischi inutili e rafforzo dove ha senso.
In fasi così serve più lucidità che entusiasmo.
Cosa ne dite ragazzi ??... Show More Translate
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