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Zeitgeist — a spike by Chris Gathercole
  1. Creators/
  2. House of El — AI Bubble & European Decoupling/

They're Hiding the AI Crash

YouTube · Watch/Read · (gathered 2026-10-18)

  • El argues that Wall Street is quietly building an entirely new market around AI, which could be a more telling indicator of the AI boom’s future than earnings calls or CEO keynotes.
  • Key observations include Nvidia’s extraordinary profits, the increasing commoditization of compute, and the layering of billions into financial structures designed to bet on future AI infrastructure value.
  • The core question posed is whether this financialization marks the beginning of a mature new market or if finance’s involvement will make an already complicated AI boom even more fragile.