AI bull market has one to two years left to run
Paul Tudor Jones estimates the AI productivity cycle is roughly 50 to 60 percent complete.
He warns that a further 40 percent rally in equities could push the market-to-GDP ratio to 300 to 350 percent, setting up breathtaking corrections.
Jones has added to AI stock positions, likening the current phase of AI development to Microsoft’s early software dominance and the commercialisation of the internet.