The next-generation 'Tiger Cubs' who see the AI bubble risk — and know exactly where the next trade is

ben (Credit: courtesy of Maverick Capital)

For the better part of four years, AI has been the only trade that mattered. Nvidia. Data centers. The infrastructure buildout. A rising tide of capex spending that has minted fortunes and reshaped the S&P 500. If you were long the AI stack, you were a genius.

Ben Silver and David Tykocinski think the easy part may be ending.