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ECB Warns AI Stock Euphoria Could End in a Sharp Correction

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🚨 🇪🇺 ECB economists warn that elevated stock valuations—despite potentially reflecting AI’s transformative potential—could face a correction. As a handful of companies become increasingly central to the global economy, investors may demand higher risk premia. They caution that excessive optimism could drive prices beyond fundamentals, risking a sharp selloff when sentiment turns.

Lumentum: The Optical Chokepoint of AI’s Next Trillion-Dollar Buildout

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🚀 🧠 We Doubled Lumentum: Own the Optical Bottleneck Powering AI’s Next Leg

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