Railroads left tracks that powered America for generations while AI chips get replaced every three years like fast fashion. Data centers will sit idle or get bailed out by governments because private revenue never covers the power bills. This is not infrastructure it is a surveillance grid funded by hype and debt. When the bubble bursts the only winner is the state that ends up owning the compute.
Everyone is comparing the AI bubble to the 1873 railroad bubble and 2000 fiber optical bubble, but that's totally incorrect.
Even though most of the railroad and fiber optic companies went bankrupt, those bubbles built infrastructure that benefitted the US economy for decades to… https://t.co/lHeHsz7G3I
— Financelot (@FinanceLancelot) July 10, 2026
Virginia's biggest planned data center project collapsed after years of lawsuits, signaling growing resistance. https://t.co/Lq1dwTTI5V
— Newsweek (@Newsweek) July 9, 2026
Many companies rushed into AI. Now nearly half are cutting back because the costs started to outweigh the value.
byu/TonyLiberty inFluentInFinance
Corporate insiders are buying tech stocks at a record pace:
28 executives at companies within the US technology sector ETF, $XLK, have purchased their own stock on the open market over the last 6 months, the highest count on record, according to SentimenTrader.
This figure has… pic.twitter.com/2lMS78VVNq
— The Kobeissi Letter (@KobeissiLetter) July 10, 2026