Reported about 11 hours ago
In a recent Bloomberg podcast, analyst James Van Geelen suggested that to mitigate risks associated with circular financing in AI, investors could short Blue Owl Capital while acquiring stocks from firms building data centers. He emphasized the limited upside and potential downside of financing companies compared to the unlimited upside of operational companies. Although short-selling may be profitable, he also highlighted that certain AI stocks could offer significant returns with lower risk.
Source: YAHOO