Maybe this is obvious, but AI will exacerbate the mispricings and herd mentality in the market as more and more analysts outsource their thinking to an LLM.
If you feel bad about missing Deepseek, buckle up - we'll getting several of these a year now.
https://x.com/kairospraxis/status/1964012782342357461?s=46&t=1vlQfdo9pC4lN6kyv0vNbQ
Completely agree