To me these are arguments _against_ the bubble popping. The market reacted to all these signals. The semis took the brunt of it but even there it wasn't really dramatic. These are signs of a relatively healthy environment.
The article's thread title (and proposition) is:
> I'm not convinced the AI bubble exists
You're arguing against the bubble popping. So you agree the bubble exists?
The article's thread title (and proposition) is:
> I'm not convinced the AI bubble exists
You're arguing against the bubble popping. So you agree the bubble exists?