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AI Revenue Growth:
AI companies growing revenues much more quickly
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Revenue growth for outliers is astronomical
P.S. on the AI CAPEX big cycle we are having currently, I am working on 2 Maverick proprietary indicators/indices that would capture the 2 key aspects:
✍️ AI ROI on CAPEX (a quantitative objective gauge)
✍️ AI Sentiment (a qualitative, mood gauge)
Sentiment is very high and investments have gone parabolic in the AI space, hence:
a rigorous oversight of capital conversion efficiency is necessary to gauge the AI ecosystem’s capacity for sustained growth and ability to translate all that into corporate financial returns
similarly, for the overall economy, it’s growth and potential going forward
Both the qualitative and quantitative gauges are essential to map the current trend and cycle position, allowing us to forecast the eventual stabilization, subsequent market correction (shakeout), and the identification of long-term sustainable winners.
Cheers!
