Redditor predicts AI bubble pops within 1-2 years: bond markets aren't charities
lewispatty · reddit · 2026-10-03
A Reddit user kicks off a bubble-timing discussion with his own call: the AI bubble pops in one to two years.
His reasoning: data center buildouts and multi-year energy contracts take time, so committed capital keeps flowing through next year. The turning point comes when corporate clients refuse to renew expensive software trials, forcing hyperscalers to slash capex as Wall Street demands proof of real profit.
His one-line summary: "The bond markets are not charities."
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