StockMarket.News
2025.10.16 03:22

This is for all the bulls.

This chart shows the natural life cycle of every major technology, how it moves from an exciting breakthrough to becoming part of everyday life. It’s the same pattern that’s repeated through history, from railroads and electricity to the internet and now, artificial intelligence.

It starts with a breakthrough that reaches commercial scale. For AI, that moment came when ChatGPT launched in late 2022 and brought advanced language models into the hands of the public. What was once just research suddenly became real, usable, and world-changing. That breakthrough lit the fuse for the next stage, massive inflows of capital and innovation.

Right now, we’re sitting squarely in the middle of the second and third stages of this cycle where new companies and money flood in, and speculation starts to build. Billions of dollars are chasing AI opportunities, startups are forming faster than ever and large corporations are betting their futures on it. But here’s the key difference this time valuations, while high, are being backed by real earnings and demand. Nvidia’s profits, and Microsoft’s cloud growth, are all proof that this isn’t just hype yet, it’s a real business cycle taking shape. That’s why we still have a little more room to run before the bubble truly peaks.

Eventually, though, every cycle hits its reality check. The hype runs ahead of the fundamentals, weaker players get exposed, and a correction takes place. That doesn’t end the story , it’s the reset that filters out noise and leaves behind the strongest, most sustainable players.

After the shakeout, the real growth phase begins. Giants like Nvidia, OpenAI, and Microsoft will consolidate power, while new innovators will build on top of their platforms. That’s when true productivity gains, new industries, and real economic impact start to emerge just like what happened after the dot-com crash, when Google and Amazon rose to dominate the digital world.

As AI spreads, it becomes woven into everything, healthcare, finance, manufacturing, education, and even government operations. Productivity rises, costs fall, and society adapts around it. The technology that once seemed futuristic quietly becomes the backbone of modern life.

In the final stage, AI transforms society itself. It changes how we work, think, and live. Policies evolve, industries restructure, and new opportunities replace the old.

So, if you map the cycle to today, AI is clearly between the capital surge and speculative boom not at the end, but still building momentum. The fundamentals are strong, the profits are real. The hype may still climb higher, but it’s supported by substance and that’s why this run isn’t done yet and we still got a bit more room to run.

Source: StockMarket.News

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