Is the AI Bubble Popping Right Now?

In this episode of Being Exponential, we break down a huge week in markets and tech — from surprising earnings to bold moves in the AI race. We dig into Michael Burry’s latest tweet on asset depreciation, why it matters for investors, and how it might signal a shift in market psychology.

We also dive into SoftBank going all-in with OpenAI, what their stake signals for the future of AGI, and why they may be trimming or selling their NVIDIA position. Is it portfolio rebalancing… or a strategic pivot?

Plus, we explore industries perfectly positioned for AI-driven spreads, including areas where asymmetry, inefficiency, or infrastructure bottlenecks could unlock major upside.

To wrap it up, we highlight high-conviction stocks to watch for dip-buying opportunities as volatility returns to the AI sector.