2984: If an AI Crash Happens, It Will Be 5x Worse Than Dot-Com Bubble Popping

If an AI Crash Happens, It Will Be 5x Worse Than Dot-Com Bubble Popping

In this episode of Macro, Micro and Small Cap News, we examine two major macro developments pointing to aggressive financial engineering.

First, US national debt crosses $40 trillion, pushing 30-year Treasury yields to near 20-year highs. We break down the US Treasury's bond buyback programme and why funding it with short-term T-bills introduces severe rollover risk into the financial system.

Second, we analyze the AI earnings bubble and circular funding structures involving Nvidia, hyperscalers, and neocloud providers like CoreWeave. We explore what happens if commercial AI monetization continues to lag behind massive infrastructure capex.

We also cover market movements in Gold and Bitcoin, followed by company research on UK-listed small caps: gaming publisher Everplay (EVPL) following the launch of Hell Let Loose: Vietnam, and SaaS provider Cerillion (CER).

Special Summer Offer

Get 40% off membership to the Sharepickers Investment Club with our Summer Special discount:

Discount Code: POD40 (Capital letters, no spaces)

Offer Price: £149 (reduced from £249)

Expiry Date: 31st August 2026

How to Claim: Visit Sharepickers.com, scroll down to the checkout section, and enter POD40 in the "Have a Coupon" field.

Show Notes