Dhaval Joshi Warns AI Is Not One Bubble but a Rolling Sequence of Them

The Rolling AI Mania: How Software, Silver and Chips Keep Bubbling and Bursting

Wall Street has spent months arguing over one big question. Is artificial intelligence one giant bubble ready to pop? Former BCA Research strategist Dhaval Joshi says that misses the point entirely. The right question, he argues, is which AI bubble is popping today. Joshi sees not a single speculative frenzy but a rapid sequence of them. One inflates. It bursts. Capital races to the next. Software stocks soared on hopes AI would boost productivi…

There isn't just one AI bubble, strategist says — there's a 'rolling sequence of bubbles' instead

The question of whether AI is a bubble is the wrong one, Dhaval Joshi argues. The right question is: which AI bubble is popping today? Joshi, until recently the chief strategist for Counterpoint at London’s BCA Research, has been building a reputation for contrarian, structurally minded calls on the AI trade. A week ago, he reframed the entire “is AI a bubble debate” itself, writing on LinkedIn. Rather than your classic idea of one giant bubble …

Dhaval Joshi warns AI is not one bubble but a rolling sequence of them

AI's rolling bubbles may prevent a market crash but pose risks of misallocated capital and uncertain long-term returns amid economic shifts. The post Dhaval Joshi warns AI is not one bubble but a rolling sequence of them appeared first on Crypto Briefing.