Sell TEAM by Jul 28, 2026.

Based on recent developments I’m increasingly convinced we might be getting close to a peak in valuations of AI-related companies. Notable signals include * OpenAI missing its 2025 revenue expectations which suggests demand or monetization is lagging the narrative a bit * increasingly aggressive monetization across chatbots which probably won’t land as expected since willingness to pay for low quality AI output is still questionable * ongoing tensions between OpenAI and Elon Musk adding noise and uncertainty around the space …