These Analysts Predict an AI Sell-Off. Here's the Long-Short Trade They Suggest
1. BCA recommends shorting U.S. hyperscalers, including AMZN, due to AI investment concerns. 2. Predictions indicate subpar AI returns may depress hyperscaler stock valuations. 3. U.S. hyperscalers expected to invest $400 billion in infrastructure this year. 4. BCA warns that capital misallocation will affect return on equity for hyperscalers. 5. Asian chipmakers expected to benefit from data center investments over hyperscalers.