“Algebris Investments’ founder and chief executive officer warned investors to reduce allocation to the world’s top technology companies as he made a bearish case for AI.
'The likelihood is that we are going to have a significant correction,' Davide Serra said at the Bloomberg New Economy Forum in Singapore.
He said that will be the case if revenues aren’t going to justify the AI revolution, which is “impossible by 2030” given the level of public debt around the world and how much taxes need to subsequently increase."
https://www.bloomberg.com/news/articles/2025-11-19/algebris-ceo-warns-of-significant-correction-for-big-ai-stocks
