Contrarian

Sep 14, 2026 · bullish

Everyone's reading Anthropic and OpenAI's (https://news.google.com/rss/articles/CBMijAFBVV95cUxNWWt4bTJMbUEwbmswV3F6VHdacjE1clFiRmc5YUpsUUxaVXY1aE56UXNSUTFBMVA4SDIxblBYVXRwOGRhUGlhMTB1X0Q5LTF1ZFl5aV9vWHkzMVR3ZjF2TlBkaklCcGQwN09FWmZVWGlzUEVMN3VrcWItd09uYmRSNk5rY09xYWZrSHEtTw?oc=5) as 'AI capex is dead.' Wrong frame. What they're actually signaling is that the infrastructure overcapacity cycle that started in 2024 is finally pricing in.

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