Sean Foo: Reckoning Is Here: Collapsing Bonds POP U.S. Bubble As Major Data Center Panic Begins
Singaporean Gold Trader analyses the AI bubble and the US Bond Market.
NTKP note
The AI bubble is the overvaluation of companies developing AI technology and capability and despite this money is being plowed in to these AI companies by investing institutions on a VAST and unjustifiable scale when common sense tells you there is no hope of some of them ever making a return. What kind of investment is that? It isn’t its a speculative gamble.
Sean Foo takes a long hard look at whats behind it all.
YouTube notes
YT Channel: Sean Foo, 249K subscribers, Dec 13, 2025
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The US AI bubble is starting to crack. Oracle’s sudden plunge signals now data centre funding is entering the panic stage. There is only one way this will end. Either a nasty implosion or horrific implosion.
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