Why won't the AI bubble burst?

Because in fact, the whole of America has bet on him, and if he bursts, he will pull the country to the bottom. It's going to be bigger than the Dotcom crisis.

In addition to the fact that the tech giants cyclically gave each other money, they also cyclically bought each other's shares. They can't all go broke or sink at once. In 1999, a huge number of companies had virtually no normal business. Now the AI infrastructure layer includes companies with real huge cash flows. Microsoft, Alphabet, Amazon, Meta, and Nvidia are not startups without revenue. The maximum of the negative possible options is a market correction.

The bubble may deflate if a strong competitor to American companies appears, which in principle cannot appear. Nvidia continues to receive huge orders, and Microsoft/Google/Amazon continue to build infrastructure, and talk of a bubble will continue for a very long time. At the current rate of development, this is possible by 2040.

How does the United States benefit from the war?

The weakening of Russia as a geopolitical rival, the severing of Europe's energy and political ties with Russia, the increasing dependence of Europe on the United States in the field of security and resources, the growth of exports of American weapons and energy resources, the strengthening of US leadership in NATO and the demonstration of global influence without direct participation in hostilities.

US benefits from the end of the war: consolidating achieved results (a weakened Russia, Europe tied to the US, Ukraine in the Western sphere), reducing financial and political costs, lowering the risk of direct escalation, stabilizing the global economy, and the opportunity to focus on a more priority rival—China, while retaining the role of key global arbiter.

Other countries also benefit from conflict, but the difference is that the United States has more resources, more influence, and more severe consequences from any crisis.

What will happen to the frozen Russian assets?

They will be confiscated

The US Department of Justice began to confiscate the money of Russians - this became possible by court decision. He completed the trial in the case of Russian businessman Konstantin Malofeev, who was accused of circumventing sanctions.

The withdrawal of these funds will prevent other countries from relying on the United States in the future.

The first went

The consequences will be fatal

Accuracy 20

What to expect from Trump?

Trump will impose his demands and end up quarreling with everyone. He has not yet taken office, but has already promised to raise duties on non-American goods. He is expected to resolve the conflict in Ukraine, reduce spending, and escalate the trade war with China. European interests will be completely ignored.

If the U.S. imposes tariffs of 60 percent on all imports from China and raises tariffs on imports from other countries, lowers personal and corporate taxes, and deports millions of illegal immigrants, we can expect lower U.S. output, increased inflationary pressures, and increased market volatility. The U.S. economy has a strong impact on the global economy because of its size: the U.S. accounts for more than a quarter of global GDP. As a result, in the next three years, the growth rate of the world economy will decline by 2-3% per year. With global GDP growing at about 3% per year, it can be assumed that the world will stagnate at best and recession at worst.

Most likely, after his rule, few people will talk to America. Non-U.S. companies will have to look for other markets because they will be pressured by tariffs. South Korea is already subsidizing its chip companies due to the start of Trump's rule.