Howard Mark says AI Frenzy is not a bubble... Not yet!

Let me throw couple of additional things that should be scarring investors:

  1. First Brands bankruptcy fallout; An auto-parts company going down and causing write off over $4B so far, and the company has liabilities anywhere between $10~$40 B
  2. Friday’s Crypto wipe-off, $19 B lost, and 1.8 M crypto retail accounts were liquidated. Primarily driven by leverage, and crypto exchange shenanigan’s
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