2985: Will 2027 Be the Year the AI Bubble Pops? | Plus 2 UK Small-Caps Worth Researching

This episode breaks down the sustainability of the current AI-driven market run, highlighting five critical structural risks: the 10:1 capex-to-revenue imbalance, private credit and circular financing exposure, model commoditization, grid capacity constraints, and a deferred depreciation cycle that risks compressing hyperscaler earnings and free cash flow by 2027–2028. Turning to UK equities, we evaluate two growth-focused small caps: AdvancedAdvT (ADVT), led by Vin Murria OBE with a substantial cash pile and a 22.33% combined stake in M&C Saatchi; and Brave Bison (BBSN), detailing their ongoing bid for System1 (SYS1), strong organic momentum, and a 104% year-over-year revenue increase in recent interim results.