korrents

korrents · piece

Why it's not a bubble

Josh Brown · 18 Apr 2026

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2 korrents from this piece ↓

Josh Brown did not write this page.

Every claim below was made in this piece, quoted word for word and numbered in the order the piece makes them, so you can read it there rather than take our word for it. The sentence above each quote is our reading of the claim, not their wording. Each quote was checked against a stored copy of the page at build time; where the two differ, the quote is the fact.

  1. Our reading

    The vast majority of investors are not recklessly speculating on technology bets that are extremely improbable to have a payoff.

    Their wordsI am only saying the vast majority of investors are not recklessly speculating on technology bets that are extremely improbable to have a payoff.

  2. Our reading

    The demand for computing power remains short due to the explosive use of generative AI and there is no end in sight.

    Their wordsThe reality is that we are still short computing power given the explosive use of generative AI and there is no end in sight.

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