Sentiment is shifting again:

Sentiment is shifting again:

Today, "AI bubble" callers are now beginning to wonder if "AI is the next big thing" again.

As a result, many of the large AI names are up +5% or more.

The cycle of "AI bubble" to "AI is the next big thing" is happening even more frequently now, at…

— The Kobeissi Letter (@KobeissiLetter) November 24, 2025