Finance
Wall Street Is WRONG About AI Stocks Here’s Why
Date: 2026-10-24 04:00:22
AI stocks have been getting hammered…but is the selloff justified? Michael Lee, founder of Michael Lee Strategy, says NO – and he breaks down why Wall Street’s bear case on AI compute is fundamentally flawed.
From the failed Chanos/Burry GPU depreciation thesis to worries over neocloud company bonds to spot compute prices, Michael tells you what you need to know about AI demand, infrastructure, and more.
#AIStocks #StockMarket #CoreWeave #AIInvesting #TechStocks #wallstreet
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