Midas
@midascabal
Here is why the AI bubble will implode.
China is using a totally different approach to AI:
– open source, mass scale, cheap
The West approach to AI?
– close source, private, profit driven
China will mass produce AI and export it everywhere, like their products.
This will be a race to the bottom where the West can’t compete.
With that, the inflated AI valuations in the West and their stock market will crash.
Current Chinese AI is on par with the best in the West, but 8x cheaper and open source.
You are not ready.
probably why apple didnt spend as much into AI and wait sidelined https://t.co/fyL0jSJj0u
— Moose (@Brownmoose) February 23, 2026
Wall Street cheers $600 billion AI spree, Amazon bleeds cash, Alphabet free cash flow plunges 90%, and hyperscalers quietly stretch chip lifespans to mask the bill.
When does the AI spending actually end?
It's the question Wall Street doesn't want to answer.
The Big Four hyperscalers are pouring $600+ billion into AI infrastructure this year alone.
That's triple what they spent two years ago.
Amazon just guided $200 billion in 2026… pic.twitter.com/zdm9JOqwBE
— George Noble (@gnoble79) February 23, 2026
This is a summary of the article that is causing all of the dislocation today. It's basically saying what I have said all along – that what implodes the AI stock bubble, IS AI imploding the economy:https://t.co/u3DZfaTdci
"In this scenario, things get bad in February 2027"That… pic.twitter.com/gkt1hOwfiw
— Mac10 (@SuburbanDrone) February 23, 2026