Investor AI stocks need receipts now. Barron’s says the AI trade is in a show-me phase, which is a polite way of saying the market is done paying for pitch decks and startup theater. Now it wants earnings, margins, and capex — the boring numbers hype merchants always skip until the stock gets smoked. The first investor role AI makes cheap is spotting a fake product from a pretty deck, and that’s where the pain starts. So who gets replaced first: the hype buyer, or the investor still pretending every AI stock is free money? Pick a side in the comments.
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