Bubble In AI: Echoes Of The Past, Lessons For The Present
2025-10-04
🔎 At a Glance 💬 Ask a Question Have a question about the markets, your portfolio, or a topic you’d like us to cover in a future newsletter? 📩 Email: [email protected]🐦 Follow & DM on X: @LanceRoberts📰 Subscribe on Substack: @LanceRoberts We read every message and may feature your question in next week’s issue! 🏛️ …
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AI Boom: This Time Is Different… Or Is It?
2025-10-01
AI is undoubtedly transformative, but massive spending and debt-fueled deals, such as $ORCL $300B investment with OpenAI, reveal a circular flow of money between $ORCL, $NVDA, & OpenAI that bears a striking resemblance to the dot-com bubble.
In this short video, I explain why current expectations likely exceed what AI companies can realistically deliver.
Full episode: ?si=T7XTri40KAdGXnO4
Catch me daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow
Kimonos For Bitcoin: 150 Year Old Company Goes Crypto
2025-10-01
In a bold and unusual pivot, a traditional Japanese manufacturer of Kimonos is transitioning to a cryptocurrency treasury company. Marusho Hotta, which has been manufacturing kimonos since 1861, will rebrand as the Bitcoin Japan Corporation. The transformation stems from a June acquisition by Bakkt Holdings (BKKT), which took a controlling stake in the company to …
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