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AI Capex Bubble Just Became Systemic (What You Need To Know)

Rebel Capitalist News

Hello fellow Rebel Capitalists, hope you're well! So we have to talk about what is going on with NVIDIA, AI, and the Finkmeister. Everybody's favorite evil villain over at BlackRock, Larry Fink. What are they up to? Up to no good, I can assure you.

And I think this might, might signal a top or maybe peak AI Capex bubble insanity, if you will. So let's, in case you've been hiding under a rock, let's go over what they announced last night. And it's not just what they announced, because whenever they do these things, they're always very vague, and they have this great story to tell, and this narrative that makes you believe

that this is just a total no-brainer, and it's going to create all of these opportunities for investors, which are basically risk-free. That's what they insinuate. But when you actually scratch beneath the surface, when you look beneath the hood, you're like, wait a minute, you're just taking the same turd that you got over here, and you're just polishing the turd. You're not even polishing the turd.

You're just putting a different marketing spin on the same turd that you got over here. It's going to go bust, and possibly now, especially because they're just adding layer of layer and layer of systemic risk into the financial system. Because at the end of the day, what's the difference? And we're going to get into this.

In fact, it's ironic that Larry Fink himself references mortgages of all things, but he does it as though what they're doing now is a good thing. It's just like mortgages. It's just like mortgage-backed securities. Larry, do you remember what happened with mortgage-backed securities? Let me go ahead and remind you of this thing called the GFC.

AI Capex Bubble Just Became Systemic (What You Need To Know)

Read the full transcript

The candid version is on a podcast,
not the earnings call.

AI Capex Bubble Just Became Systemic (What You Need To Know)

Read the full transcript

The candid version is on a podcast, not the earnings call.

The candid version is on a podcast,
not the earnings call.