Bezos Just Called AI a Bubble

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BEZOS JUST CALLED AI A BUBBLE 🫧 

Jeff Bezos just dropped some spicy AI takes at Italian Tech Week in Turin. The Amazon founder says AI is in "a kind of industrial bubble" and stock prices are totally "disconnected from the fundamentals."

Sounds like somebody’s been reading The Intelligent Investor.

But what exactly are you saying, Jeff?

It sounds like you’re saying investors are throwing money at anything with “AI” in the pitch deck, and most of it won’t pan out.

Bezos did soften it though. He reminded everyone that bubbles aren’t always bad. The 1990s biotech boom? Sure, investors got wrecked when the bubble popped, but it also laid the foundation for life-saving drugs.

OpenAI’s Sam Altman is on the same page. He thinks we’re in an AI bubble too. But like Bezos, he still believes AI is the biggest deal in decades. Basically, overhyped in the short term, transformative in the long term.

Then Bezos took things intergalactic. He predicted that within 10 to 20 years, AI training centers won’t just be massive… they’ll be in outer space. Orbiting Earth. Powered by the sun.

Why space? No clouds, no rain, unlimited solar energy, and potentially cheaper than Earth-based data centers in the long run.

So we’re looking at:

• A bubble now

• Real disruption later

• And maybe AI servers chilling in orbit while we’re still arguing about gas vs. electric cars

TL;DR

• Bezos says AI stocks are in a bubble but the tech is real and will change every industry

• Altman agrees: overhyped now, world-changing later

• Bezos predicts giant AI data centers will orbit Earth within 20 years, soaking up endless solar power

1. Invest in AI Infrastructure Enablers
Bezos thinks data centers may eventually move to space, but here on Earth the demand for power and chips is exploding now. Companies building the backbone (semis, cloud, cooling, renewable energy) stand to benefit regardless of the bubble hype.
📌 Action: Build positions in AI infrastructure names like $NVDA ( ▼ 0.67% )  (semis), $AMZN ( ▼ 1.3% ) / $MSFT ( ▲ 0.31% )  (cloud), or utilities and renewable ETFs like $ICLN ( ▲ 0.57% ) that benefit from the power surge.

2. Diversify Beyond the Bubble
If AI stocks are “disconnected from fundamentals,” you don’t need to chase hype. Position in adjacent industries that benefit indirectly, like biotech (Bezos used it as an example), cybersecurity, and data storage. These will ride AI’s coattails without bubble pricing.
📌 Action: Add exposure through diversified ETFs like $ARKG ( ▲ 0.77% )  (biotech + AI crossover), $HACK ( ▼ 0.6% )  (cybersecurity), or $CIBR ( ▼ 0.51% )  (data).

3. Long-Term Space & Solar Play
Bezos’s call on solar-powered orbital data centers isn’t happening tomorrow, but it highlights how space and solar are the long-term winners of AI’s energy problem. Both sectors are early enough to grow before Wall Street catches on.
📌 Action: Start small, steady positions in $TAN ( ▼ 0.43% )  (solar ETF) and $ARKX ( ▲ 1.68% )  (space ETF). Treat these as 10–20 year “set it and forget it” bets.

INVESTORS TELL ELON NO ❌ 

A group of Tesla shareholders and state officials just told Elon Musk to pump the brakes on his record-breaking $1 trillion pay package.

The crew includes:

• SOC Investment Group (manages union pension funds)

• Treasurers from 6 states

• NYC Comptroller Brad Lander

Their argument? Tesla’s board is too obsessed with keeping Musk happy and it’s starting to cost the company.

They pointed to:

• A messy financial track record

• Tesla’s falling reputation

• Fierce EV competition

• A board that doesn’t exactly scream “independent”

The hot button issue is Musk’s new performance-based compensation plan. To unlock it, Tesla has to hit a $8.6 trillion market cap within 10 years.

Want to see how crazy that is? That’s nearly 9x Apple’s value today.

Tesla’s response? Basically: “If Elon doesn’t crush it, he gets nothing.” They claim this structure ties his rewards directly to shareholder gains and say the upside could mean trillions in value creation.

So the question now is whether investors want to bet on Musk’s moonshot vision or keep his paycheck grounded.

TL;DR:

• A group of Tesla shareholders and state officials are urging investors to vote against Elon Musk’s $1T compensation plan.

• They say it’s too extreme given Tesla’s shaky performance and governance concerns.

• Tesla says it’s all or nothing — no results, no payday.

PALANTIR’S $100M PROBLEM 😨 

The U.S. Army is building its next-gen battlefield communications system, called NGC2, with help from big names like Anduril, Palantir $PLTR ( ▼ 7.47% ) , Microsoft, and a few smaller players.

The problem? An internal Army memo just called the platform a "very high risk."

According to the document, NGC2 has some glaring security holes. Things like:

• No control over who sees what.

• No visibility into what users are doing.

• No way to verify the software itself is secure.

Basically, it’s like giving every soldier a master key and hoping no one walks into the wrong room.

That memo was written by Gabrielle Chiulli, the Army’s Chief Tech Officer. It warns that adversaries could potentially gain "persistent undetectable access." Translation: hackers could set up camp inside the system without anyone noticing.

Palantir Fires Back

Palantir didn’t take the hit quietly. A spokesperson said the company’s software has top-level security authorizations (Impact Level 5 and 6). They claimed the Army’s review worked exactly as it should, with vulnerabilities patched before deployment. Oh, and they added that no issues were found in Palantir’s platform itself.

Anduril and the Department of War? Crickets.

The Money Side

This comes only months after Anduril snagged a $100M contract to build a prototype of NGC2 with Palantir and Microsoft in the mix.

Still, the memo isn’t just noise. Shares of Palantir fell about 5% on Friday after the news broke.

A Real-World Test

Back in March, the 4th Infantry Division tested NGC2 during live-fire training at Fort Carson. Anduril said it was faster and more reliable than the older systems. But the memo highlights big gaps:

• Any authorized user can access all apps and data, regardless of clearance.

• No logs exist to track what users do.

• Third-party apps hosted on the system skipped Army security checks. One app alone had 25 high-severity vulnerabilities. Three more apps had 200+ issues each.

Yikes.

TL;DR

• Army memo flagged Anduril and Palantir’s new comms system as "very high risk."

• Concerns include no access control, no activity logging, and buggy third-party apps.

• Palantir defended itself, saying its platform passed security checks.

• Anduril landed a $100M contract, but the bad press knocked Palantir stock down 5%.

1. Defense Spending Keeps Flowing
The Army calling NGC2 “high risk” won’t kill the project. If anything, it means more contracts, audits, and upgrades. Washington never skimps on defense.
📌 Action: Add exposure to diversified defense ETFs like $ITA ( ▲ 0.08% ) or $PPA ( ▲ 0.08% ) . Both give you Palantir, Microsoft, and other defense primes in one basket.

2. Palantir’s Volatility = Buying Windows
PLTR just dropped ~5% on headlines. But the Army already deployed NGC2 in live-fire tests, and Palantir has IL5/IL6 security authorizations. Bad press now, stickier contracts later.
📌 Action: Scale in on dips. Accumulate shares when fear pushes price down, and ride future government deal announcements.

3. Cybersecurity Is the Real Winner
The biggest issue in the memo? Vulnerabilities. Expect more Army spending on cyber tools to plug these gaps. That benefits names outside of Palantir.
📌 Action: Build a position in cyber ETFs like $CIBR ( ▼ 0.51% ) or leaders like CrowdStrike $CRWD ( ▼ 1.39% ) . They’ll catch overflow spending as the Army tightens protocols.

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