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BCA Research

Financial researchActiveMontreal, CanadaFounded 1949Website ↗

BCA Research at a glance

Founded
1949[1]
Headquarters
Montreal, Canada[2]
  1. [1] Founded: Wikidata (retrieved September 16, 2026)
  2. [2] Headquarters: Wikidata (retrieved September 16, 2026)

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  1. There's No Single AI Bubble -- It's a 'Rolling Sequence' of ThemBCA Research's former chief strategist Dhaval Joshi argues AI-adjacent markets aren't one bubble but a 'rolling sequence' of them -- DDR3 memory up roughly 600%, silver nearly tripling, and hyperscaler capex on pace to overtake free cash flow by 2027.→

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  1. Aug 16, 2026AIThere's No Single AI Bubble -- It's a 'Rolling Sequence' of Them→

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There's No Single AI Bubble -- It's a 'Rolling Sequence' of Them

Illustration for: There's No Single AI Bubble -- It's a 'Rolling Sequence' of Them
AI

There's No Single AI Bubble -- It's a 'Rolling Sequence' of Them

BCA Research's former chief strategist Dhaval Joshi argues AI-adjacent markets aren't one bubble but a 'rolling sequence' of them -- DDR3 memory up roughly 600%, silver nearly tripling, and hyperscaler capex on pace to overtake free cash flow by 2027.

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BCA Research FAQ

When was BCA Research founded and where is it based?

BCA Research was founded in 1949 and is headquartered in Montreal, Canada, according to Wikidata.