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It's Official, The AI Bubble Just Popped (Here's Why)

Rebel Capitalist News

[SPEAKER_A] Hello, fellow Rebel Capitalists. Hope you're well. Big news in the AI space with this CapEx spending. Everyone's been asking the question, will it ever end? My answer is yes, and we may be seeing it coming to an end right now as we speak. The bubble go pop, and we know that the AI bubble CapEx has been propping up the economy, has been propping up the stock market and absolutely everything. So let's get into it. Wall Street Journal. Let me do a screen share. Josh, he's swiping. I don't know if it's on Grindr or if it's on Tinder. You guys let me know in the chat what you think, but he ain't here, so it's gonna be all me today. I'm gonna be the host and the producer at the same time. So we're gonna go over to The Wall Street Journal. Check this out, guys. The quarter trillion dollar onslaught of AI bonds. So now it's not just AI CapEx spend, because remember the hyperscalers, I mean, these guys, as of 2 years ago, they're printing money. I mean, the Googles of the earth, let's say. I mean, they're just, they are making so much profit that it's absurd, but now the profit is hasta la bye-bye, no más, because all that profit is going into, or has gone into AI cap expend. And now we're to the next stage. And usually in these credit cycles, this is the last stage. So let's go down here, check out what is happening. The first thing I've highlighted over the past several weeks now, and you guys, I think a lot of retail investors don't even realize this is happening right now. So all the cash is gone.

It's Official, The AI Bubble Just Popped (Here's Why)

Read the full transcript

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

It's Official, The AI Bubble Just Popped (Here's Why)

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.