AI’s “Winter” Is Here—But It’s Not the End, It’s a Reset

Evidence:

• AI Stocks Enter Bear Market: By March 2025, AI stocks had entered a bear market, with major technology themes losing their luster and investors fleeing to safer assets.
• Overcapacity and Correction: Analysts argue that the AI sector is suffering from overcapacity and inflated expectations, leading to a market correction rather than a total collapse.

Unique Take:

This correction is healthy for the sector, forcing companies to focus on real value creation and sustainable business models, rather than riding a wave of hype. The next phase will see winners emerge from those who can deliver tangible results.