A Chinese hedge fund (Wealspring Asset, founder called the 2007 peak) warns that global AI stocks are in a "super bubble" with collapse possibly very near. Shanghai Banxia also flags a bursting trigger amid slowing revenue growth expectations.https://www.bloomberg.com/news/articles/2026-06-26/chinese-hedge-funds-warn-the-ai-super-bubble-is-ready-to-burstChina itself accelerates an AI bubble burst by flooding the market with high-performing open-source models (DeepSeek, Qwen, GLM etc) that rival or beat Western closed models on benchmarks while being free/cheap to use and customize. This commoditizes AI software, eroding massive expected margins and hype valuations for US hyperscalers and chip firms. xDAdditionally, rapid progress on Huawei Ascend chips enables competitive frontier training at far lower cost (often 1/30th effective pricing via efficiency, scale, and domestic supply chains), undercutting Nvidia-dominated economics and exposing overbuilt Western capex assumptions. Global adoption, especially in emerging markets, shifts share away from premium US offerings.US market gains are concentrated in AI-linked tech (Mag 7), with valuations detached from earnings, driven by speculative capex. Conversely, Chinas GDP relies on manufacturing, exports, and infrastructure, not AI hype. Thus, US is bubble-driven; China is not. xD
Yang Dong of Wealspring Asset is praised in China for correctly calling the 2007 domestic A-share market top (pre-2008 correction there), so i would pay attention to what they say xD
>Former Google director and investor in Ukrainian drones, Eric Schmidt: "What I don't like about [Chinese AI] is that it's entirely based on open-source code, which means it's largely uncontrolled and not controlled by us at all.">Only 2 or 3 countries can be independent powers in the field of AI. He sees AI as a world of hegemony: the ideal scenario is a world where AI is controlled by the US, and no one can resist it
>>537899947>>537900474No shit. This is obvious to anyone with a brain.
>>537899947markets can stay irrational longer than you can stay solvent, the market is all bots now
>>537901337>the ideal scenario is a world where AI is controlled by the US, and no one can resist itHe means jews when he says this because as a jew he is personally involved in controlling the u.s.
>>537901388>>537901985>>537902387Westoids should go patriotic and introduce death penalty for using Chinese tech and buy only from USrael for x30 higher price to "save the West". xD
>>537899947>China itself accelerates an AI bubble burst by flooding the market with high-performing open-source models (DeepSeek, Qwen, GLM etc) that rival or beat Western closed models on benchmarks while being free/cheap to use and customize. This commoditizes AI software, eroding massive expected margins and hype valuations for US hyperscalers and chip firms. xD>hahaha we'll put out a bunch of cheap knocks-offs! that will surely devalue the real item!!! comically archetypal stupid form of evil
>>537899947At this moment it is beneficial to the big dogs to crash the bubble to fortify their position. While the bubble is alive the investors keep pouring into it and some if it goes to small time niggas who still stand a chance, albeit a small one, to make it inot the big league. Time to shut the gate and monopolize the AI power by buying out all those datacenters from bankrupted startups. You'll just have to imagine the singularity
>>537903361Chinese AI models and Huawei chips are original technology. They feature distinct architectures, novel training techniques (like DeepSeeks efficient MoE variants and low-cost scaling methods), unique optimizations for domestic hardware and rapid innovation in multimodal/omni models. Similarly, Huawei Ascend uses custom DaVinci architecture, proprietary interconnects (high-bandwidth links etc), and tailored software stack (CANN) achieving competitive performance via different design trade-offs despite US sanctions limiting access to cutting-edge tools. Both reflect genuine, parallel engineering paths accelerated by massive domestic R&D, investment and necessity. Trump/Biden sanctions accelerated this technological progress.
Nvidia is also Chinese. I still don't understand how America thought it was going to compete buying from the country they were competing against.
>>537899947AI stocks are about to enter the "super duper bubble" phase.
>>537899947>A Chinese hedge fund (Wealspring Asset, founder called the 2007 peak) warns that global AI stocks are in a "super bubble" with collapse possibly very near. Shanghai Banxia also flags a bursting trigger amid slowing revenue growth expectations.>https://www.bloomberg.com/news/articles/2026-06-26/chinese-hedge-funds-warn-the-ai-super-bubble-is-ready-to-burst>China itself accelerates an AI bubble burst by flooding the market with high-performing open-source models (DeepSeek, Qwen, GLM etc) that rival or beat Western closed models on benchmarks while being free/cheap to use and customize. This commoditizes AI software, eroding massive expected margins and hype valuations for US hyperscalers and chip firms. xDinteresting but we don't need them to know this
>>537903729but the oligarchs of the US entire net worth is linked to these inflated share prices. that's why they blast "news" 24-7 shilling all this AI BS. remember, all that "AI is taking our jobs" news stories is just advertising. if AI was real why outsource to China and why bring in immigrants in the millions to work jobs locally?
>>537904496but isn't American stock bubbles happening because of the USD as reserve currency? can't american stocks continue to bubble just because global USD flows back to america, meaning that american stock values can stay high even as their companies are losing competitiveness (ie Tesla stocks stay high even when outcompeted by BYD because the USD as reserve currency system pulls USD from around the world into american equity and those USD need somewhere to flow to)
