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ıNarasikita21 Oktober 2026 · 4 hari laluAI stocks are in a bubble, says Citi's Dirk Willer - The Business
Citi's head of global macro strategy and asset allocation, Dirk Willer is visiting Sydney from New York. He addressed an investment conference before telling The Business US tech stocks are in a bubble. However, he doesn't know when the bubble will pop. He says "no-one wants to get off the train too early" because there are often large share price gains in the final run-up to the eventual peak. As for the warning signs as to when the bubble is about to burst, he says when there is an over capacity in computing power and signs liquidity is drying up, it may be time to exit the market. Dirk
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