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The AI Bubble: The Bull and Bear Case

Kaizen ResearchKaizen Research · Jun 20, 2026 · 29 min read
Report

Part I: The Bull Case

Bull 1: The Chips and Infrastructure Are Already Winning

The cleanest bull argument needs no faith in any chatbot. It only needs the buildout to continue, because the companies selling the picks and shovels are already booking enormous, verifiable revenue.

A leading custom-chip designer (Broadcom) grew AI revenue 143% year over year to roughly $10.8...

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