I really get the feeling that the economy is being artificially propped up at the moment and the key event I suspect they're being propped up for is the midterm elections. Post election, I feel like the cracks will start to show and we'll start to get a correction which will lead to a crash, similar in size to 2008.
That's just my feeling and it isn't necessarily backed on too much but significant amounts of resources have been poured into "AI" and I really don't feel the payoffs are going to pan out. Once that becomes the mainstream view, everything built around it crumbles.
It is a bubble thats being propped by their own funds though. Its a deal between microsoft, nvidia, oracle, intel, amd, and openAI, among other smaller actors.
Trump did allocate funds that were already "spent" on paper but not spent literally.
Im not sure if it is going to cause a crash for these reasons, although it most certainly is a propped up bubble. In the long run, I believe this bubble is intended to push us towards building data centers, and it may wind up pushing us towards more reliance on nuclear energy and perhaps if were lucky they will be forced to use an efficient design, like the molten sand reactor.
If you dont already own a pc that can locally run AI, though, you might not be able to purchase one in the future.
I should also mention I spoke to some of the CEOs of SMR nuclear power plants and they are all israelites.
If true then it's almost a definite then.