by winston » Mon May 11, 2026 3:55 pm
Paul Tudor Jones Warns Trump-Era Market Boom Could End in a 35% Crash. Here’s Why He’s Still Buying Stocksby Rich Duprey
Nvidia (NVDA), Microsoft (MSFT), and Apple (AAPL) are the primary beneficiaries of AI infrastructure spending, as hyperscalers are investing at least $710 billion in capital expenditures on AI infrastructure this year.
Jones pointed to two major concerns:
1. The U.S. stock market's value is trading at 252 % of GDP
2. The market can hit a future peak value of 300% to 350% of GDP before it collapses
Jones believes AI could create another two or more years of market gains before valuations finally snap back to reality.
Source: 24/7 Wall Street
https://finance.yahoo.com/markets/stock ... 57648.html
It's all about "how much you made when you were right" & "how little you lost when you were wrong"