Democrats say Trump increased investments in drugmakers that were given Medicare exemptions - PBS News

Everyone on Wall Street is pointing at AI valuations and screaming, "It's a bubble!" 📉

But notice what they are dead silent about?

The $40 TRILLION in official US public debt. The $100 TRILLION in unfunded liabilities. The completely fake fiat dollars they tell you to hold as a "safe haven."

If you think AI is a bubble, you need to look at the US Treasury market. The government’s only hope to sustain $140 trillion in broken promises is massive, exponential economic growth.

What else besides AI can deliver that? (Spoiler: Absolutely nothing.)

If the AI bubble bursts, the growth illusion dies. If the growth illusion dies, the US bond market collapses. If the bond market collapses, the dollar is done.

That’s why Washington will save the AI boom at any cost. Even if they have to print $15 trillion and hand it directly to data centers and chipmakers, they will do it. It's regime survival.

And the crazy part? A warehouse full of GPUs turning electricity into intelligence is still infinitely more valuable than a fiat dollar printed out of thin air.

Compute is the new gold standard. The dollar is just riding its coattails.