TechFlow reports that on June 9, Arthur Hayes stated in his latest article that if the conflict between the U.S. and Iran persists—driving oil prices higher—Trump may, under electoral pressure, target data center expansion and support stricter regulation or taxation of AI companies, thereby bursting the AI bubble.
He believes that a significant correction in the AI sector could trigger credit contraction and weigh on the short-term performance of crypto assets such as Bitcoin. Based on this assessment, Hayes stated he has increased his holdings of U.S. energy producer stocks while reducing positions in AI-related stocks and some non-core crypto assets, retaining only core holdings such as Bitcoin and Ether.
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