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🚨 THE "AI SUPER BUBBLE" MAY BE ENTERING ITS MOST DANGEROUS PHASE.

China's top hedge funds are now warning the AI bubble is about to burst.

Wealspring Asset called it a "super bubble."

Its founder, Yang Dong, is known for calling the top in 2007.

His warning now: "The collapse point may not be far away."

Shanghai Banxia went further.

"The trigger for the AI bubble to burst has already appeared."

Banxia is pointing directly at Anthropic.

It predicts Anthropic's revenue run-rate will miss market expectations.

At least 6 of 11 Chinese hedge funds tracked have no positive stance on AI right now.

Wealspring says some of China's hottest AI stocks could crash more than 80%.

The pattern outside China backs this up.

Michael Burry has disclosed bearish positions against Nvidia and Palantir, calling the circular funding between AI companies something that could later look like "a picture of fraud, not a flywheel."

Insiders are already selling. Nvidia insiders have sold $5.4 billion in stock. Palantir insiders have sold roughly $7.2 billion, while Palantir trades well off its highs.

OpenAI itself admits the math doesn't work yet. It's spending $1.4 trillion over 8 years on data centers, while generating just $13 billion in revenue.

Apple just added to this. It's now lobbying the White House to buy memory chips from a blacklisted Chinese company because US chip prices have gotten too expensive even for Apple to absorb.

This is the same shock DeepSeek delivered last year. It proved you could get the same AI output for far less money and wiped $600 billion off Nvidia in a single day.

If the world's largest hardware maker is now looking for cheaper alternatives to escape AI-driven chip prices, that's not a side story. That's confirmation the bubble has.
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