Is AI a bubble? I followed $2.7 trillion of real money and found 5 signals worth watching.

https://t.co/putg7THYdN— Henrikh (@henrikhinai) October 6, 2026SummaryI followed positions, not opinions: a bubble is the gap between money spent now and money earned now, bridged by belief later earnings arrive. Worldwide AI spending is $2.7 trillion against frontier-lab revenues still counted in tens of billions, and more than $800 billion moves in circular financing. Nvidia books $96.2 billion a quarter at 75% gross margin, while run rates flatter labs and 95% of pilots show no P&L impact. Bears risk hundreds of millions; bulls signed hundreds of billions, and the crowd prices collapse at 10% by New Year, 21% by mid-2027. My...