The Al Bubble Is A Lot Worse Than You Think
Published: 2025-11-11
Status:
Available
|
Analyzed
Published: 2025-11-11
Status:
Available
|
Analyzed
Predictions from this Video
Incorrect: 2
Prediction
Topic
Status
AI tech companies are projected to spend $330 billion in 2025 on infrastructure like data centers and GPU farms.
"In 2025, those AI tech companies are going to spend roughly $330 billion to build things like data centers, GPU farms, and all the stuff that they need for AI."
Incorrect
AI companies need to achieve $2 trillion in annual revenue to justify their current stock valuations.
"In order for AI companies to justify their valuations, in other words, what the price of their stock is today, those companies would need to make around $2 trillion a year in revenue."
Pending
The market has priced AI to become the largest money-making engine in capitalism's history, surpassing the combined revenue of all major tech companies.
"AI has already been priced as if it's going to become the biggest money-making engine in the history of capitalism, bigger than every major tech company today combined."
Pending
OpenAI has committed to spending $1.44 trillion to develop AI technologies.
"Sam Alman from OpenAI just said that his company is willing to commit $1.4 4 trillion in spending to make all of this a reality."
Correct
A slowdown in AI capital expenditures (spending) will lead to a slowdown in the US economy.
"If AI capex as they call it, by the way, capex stands for capital expenditures. Anytime you hear capex, just remember spending. If AI capex slows down, the US economy slows down."
Pending
Bitcoin's price staying above the 50-week moving average indicates a bull cycle, while dropping below it signals the end of the bull cycle and the start of a bear market.
"Ben noticed is that when Bitcoin is in a bull cycle, it's always stayed above that line. But when Bitcoin's price goes below that 50week moving average level, that marked the end of the bull cycle and the beginning of the long cool off period. That's what people call the bare market."
Correct
The Federal Reserve is scheduled to end quantitative tightening on December 1st, earlier than previously anticipated.
"But recently, the Fed told us it's going to end quantitative tightening sooner than expected. They're going to end it on December 1st."
Incorrect
Investors may interpret the early end of quantitative tightening as a sign of potential struggles within the financial system.
"Investors look at an early end to the QT as if something somewhere in the financial system might be struggling."
Correct
Bitcoin may serve as an early indicator of market stress, potentially signaling future issues in the broader market.
"So, it reacts first. So, there's a possibility that the stress signal shows up in Bitcoin before it shows up in the rest of the market, which means the rest of the market could eventually follow."
Correct
Dividend income is expected to perform well and be a beneficial strategy during a prolonged sideways market.
"If this turns into a sideways market, however long it lasts, I think my dividend income will do really well. That's when it pays off to be a dividend investor."
Correct
The speaker believes we might be witnessing the start of the next industrial revolution driven by AI.
"I think we could be in the beginning of the next industrial revolution, if you will."
Correct
The current AI situation might be analogous to the dotcom bubble, where initial overexcitement and a crash were followed by the technology's eventual success and adoption.
"eventually everything corrects just like it did in the dotcom bubble when the internet was going to be the future. And what happened back then? It all crashed. The bubble popped. But the internet did become the future."
Pending