Will the AI boom turn into a bubble? Economists: The risk may not be in entering the market, but in exiting too early

【Crypto World】I read an interesting economic analysis report. Payden & Rygel economist Jeffrey Cleveland offered a different perspective — the large AI-related expenditures are mainly supported by corporate cash flows rather than excessive borrowing.

What does this mean? Debt growth is relatively moderate. He specifically mentioned that although corporate leverage ratios are common warning signs before an economic downturn, current data is far from the level of overexpansion that has frequently occurred in history.

So is the AI bubble really that big? Cleveland’s conclusion is: unlikely. A more sobering point is — “The real risk investors face now may not be entering too late, but exiting too early.”

In other words, if you exit because you're afraid of a bubble, you might regret it. Of course, all investments carry risks; this is just an observation from a macroeconomic data perspective.