Calibrate Your AI Investment Journey My day job happens to be one that is peppered daily with executions revolving upstream capital equipment deliveries (power management infrastructure & cooling systems) in the early phase of data center construction projects up to highly customized hyperscaler IT infrastructure deployment in server rooms at the later construction phase within Southeast Asia. Conclusion? A foregone conclusion, in fact, that AI is here to stay. However, in an overheated industry that no doubt holds promise for the future, the proverbial bubble is no longer about AI's relevance to the future world but the unreal, almost insurmountable, investor expectations & industry hype on AI achieving relentlessly more earnings quarters after quarters & the assoc
Caution for all who wants to ride the AI rainbow.. check the companies' p/e ratio... very few will be able to live up to the promise if their p/e ratio is way above industry norm. You will know what I am talking about with the recent not-so-rosy posts on SPCX & AMD. Choose wisely.