{"id":83778,"date":"2026-10-13T09:50:50","date_gmt":"2026-10-13T13:50:50","guid":{"rendered":"https:\/\/stateofthenation.info\/?p=83778"},"modified":"2026-10-13T11:12:32","modified_gmt":"2026-10-13T15:12:32","slug":"ai-mega-bubble-the-writing-is-on-the-wall-and","status":"publish","type":"post","link":"https:\/\/stateofthenation.info\/?p=83778","title":{"rendered":"

AI MEGA BUBBLE: The writing is on the wall and…..<\/span><\/b><\/h1>"},"content":{"rendered":"

<\/p>\n

…all the whales know it and are all
\nin on the long planned controlled
\ndemolition of the Global Economic & Financial System<\/strong><\/h1>\n

\"\"<\/p>\n

SOTN<\/a> Editor’s Note: Here it comes, folks!!!\u00a0 And the volumes of both hard and circumstantial evidence strewn all across cyberspace conclusively proves that this “AI MEGA BUBBLE” was deliberately created and artificially inflated to the absolute insane maximum in order for the Financial Masters of the Universe<\/em> (FMOTU) to execute their long planned controlled demolition of the Global Economic & Financial System.\u00a0 End of story.<\/p>\n

This Alt Media<\/em> platform has been predicting such a cataclysmic event (who hasn’t) since the controlled demo of 2008 that began with the real estate collapse of 2007. See: INSTRUCTIVE FLASHBACK: The Pre-Planned Financial and Economic 9\/11 of 2008<\/a><\/strong><\/p>\n

Of course, that “Pre-Planned” 2008 collapse was merely the dress rehearsal for today’s final “Controlled Demolition” of the Global Gambling Casino<\/strong><\/em> as spelled out here: Epochal Transformation Accelerates as Global Financial Matrix Disintegrates<\/a><\/strong>.<\/p>\n

Now bear in mind that this expos\u00e9 was written well before the AI MEGA BUBBLE was fabricated to interpenetrate all of the other bubbles described here: The FOUR HORSEMEN OF THE FINANCIAL APOCALYPSE<\/i> Herald the Death Knell of Predatory Capitalism & Kleptocratic Communism<\/b><\/a>.\u00a0 Once the sufficient level of deep interpenetration is complete, the BIGGEST bubble of all time will be popped.<\/p>\n

Bottom Line<\/u>: We have now reached mathematical certainty because the FMOTU have financially engineered and fastidiously timed the upcoming sequence of shock and awe events to unfold with exacting purpose and awesome effect.\u00a0 And the purposefully staged psyop delineated below plays a vital part in this meticulously orchestrated and calamitously choreographed Khazarian production.<\/p>\n

State of the Nation<\/a>
\nOctober 13, 2026<\/h3>\n
\n

KEY POINT:<\/strong> The truly critical point of this post is that all of the biggest institutional investors (along with the compromised smaller ones) have been conscripted to hard sell one sucker’s rally after another, sucking in all the investment funds they possibly can before the plug is pulled on this enormous bubble.\u00a0 Not only that, but the perps are going after all the retirement funds they can get their hands on in order to support the immense circular funding-driven AI bubble.\u00a0 So be acutely aware going forward of where your retirement funds are parked, because they want it all, which is why we are about to experience the Great Taking<\/em> before we all witness the Great Reset<\/strong>.<\/p>\n

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Hock Tan Warns AI Investors Are Gambling In A Casino… Whose Chips His Own Credit Is Paying For<\/h1>\n

ZeroHedge.com<\/p>\n

Usually it’s the chip CEOs who are the cheerleaders and the bond market that plays the skeptic. On Monday, the CEO of the second-most important AI chipmaker on the planet decided to play both roles.<\/p>\n

Speaking on a panel at a DBS conference in Singapore, Broadcom boss Hock Tan said that many of the investors piling into AI behave more like gamblers than investors<\/a>, setting extreme expectations only to discover they are effectively sitting at a casino table. <\/strong>In his own words, “a lot of investors have no clue what they are investing in.”<\/b><\/p>\n

He didn’t stop there. Tan also questioned the long-term economics of the money-losing frontier labs, and, most importantly for markets, warned that insufficient capital could become the next constraint on the AI industry’s growth<\/i><\/b>. As if to make his point for him, Intel’s Lip-Bu Tan, who shared the panel, said hardware will stay in short supply for another two to three years. Translation: the chips will be scarce, and so will the money to pay for them.<\/i><\/p>\n

Semis did not take it well. The SOXX slumped 2.6% and JPMorgan’s AI memory basket tumbled 4.3% on a day when more than 60% of S&P members actually rose. Asked to explain the selling, JPMorgan tech specialist Joshua Meyers wrote in the bank’s afternoon Market Intel briefing (available to pro subs<\/i><\/a>) that “the most proximate reason seems to be Hock Tan’s participation in a panel at a DBS conference in Singapore, where he warned financing could become a bigger bottleneck than component shortages (in addition to questioning frontier lab business models, and comparing ‘many investors’ to casino gamblers).”<\/b><\/p>\n

Below we look at why Tan is right about the bottleneck, and why the people he called gamblers are the ones keeping his stock afloat while his own bondholders head for the exits.<\/b><\/i><\/p>\n

The Bottleneck Is Money<\/h2>\n

Tan’s warning will come as no surprise to (even not so regular)<\/em> readers: we have been warning since last October<\/a> that the AI buildout runs on ever increasing amounts of debt, and last week Goldman’s Rich Privorotsky effectively conceded the point when he said the AI borrowing binge is now crowding out everyone else in the capital markets<\/a>.<\/p>\n

The evidence has been piling up. Last Thursday, Nvidia-backed Australian data center operator Firmus first slashed the price of its IPO by 25%<\/a> and then pulled its $5.5 billion listing altogether, opting to raise money in private markets instead (good luck with finding someone dumb enough there). Our reaction at the time:<\/p>\n