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#AIBubble
Philip Pilkington 2w

The AI bubble is now almost completely propping up the US trade deficit and hence US living standards. If it pops, USD goes south and living standards go with it as import prices shoot up. 🇺🇸 https://t.co/72hKk9AyBJ #AIBubble #TradeDeficit #USLivingStandards #US

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Philip Pilkington 3w

We’re deep into the “everything sucks except the shiny new thing” phase of the AI bubble. I doubt there’s more than a few months left in this thing. 🫧 https://t.co/rZcz11S13l #AIBubble #TechTrends #Innovation #Nocountrycodesfound.

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Tuomas Malinen 3w

Yes, the US financial system has turned into a house of cards due to Private Credit and the AI bubble. When the latter goes, so does the former and the financial system goes with them. @WhiteHouse is already panicking about this possibility, because the one thing the fragile ego #FinancialCrisis #PrivateCredit #AIBubble #US

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Philip Pilkington 4w

US living standards are bring propped up by foreigners buying AI stocks. If the bubble bursts there’s a good chance the US dollar goes with it. 🇺🇸 #Economy #AIBubble #USDollar #US

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Philip Pilkington Aug 18

It is starting to feel like we’re reaching peak AI bubble. Always hard to call such things but the drumbeat is growing louder. 🫧 #AIBubble #TechTrends #Innovation #Therearenospecificcountriesmentionedinthetweetyouprovided.

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Philip Pilkington Aug 16

I read it so you don’t have to. The only serious proposals involve secondary sanctions on China. If they do that China will stop exports of rare earths and the AI bubble will pop. Expect more aimless trashing around. 🇺🇸🇮🇷 https://t.co/91PzhMPBty #ChinaSanctions #RareEarths #AIBubble #CN #US #IR

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Philip Pilkington Jul 10

America struck Belt and Road railway. China move to pop the AI bubble and crash the US economy. Play stupid games… 🇺🇸🇮🇷🇨🇳 #BeltAndRoad #AIBubble #EconomicImpact #US #IR #CN

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Philip Pilkington Jun 26

Alt reading: the entire US economy is now propped up by foreigners buying into the US AI bubble and when it crashes the outflows are going to hit USD like a sledgehammer. 🇺🇸🔨 #AIBubble #USEconomy #USD #US

Ivo Velitchkov Jun 8

"the Iran war started heating up again, the AI boom showed signs of a bubble about to burst... Add to that mix SpaceX’s upcoming IPO, which could draw so much demand that investors rushing to raise cash to buy shares could unleash a wave of selling..." https://t.co/bYBFL9hNxM #IranWar #AIBubble #SpaceXIPO #IR #US

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Christophe Barraud🛢🐳 Jun 4

🇺🇸 Dalio Sees AI Bubble Bursting as Wealth Is Converted Into Money - Bloomberg https://t.co/zBdcanztAm #AIBubble #WealthManagement #Dalio #US

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Armin Ronacher ⇌ May 12

Dotcom bubble had Y2K fixes as final hurrah. Is the AI bubble equivalent fixing security issues in old code? #DotcomBubble #AIBubble #TechTrends #Nospecificcountrycodesarementionedinthetweet.

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