Jordi Visser: Bubbles, Parabolas and Speed Crashes: The End of Human Market Structure


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Source: Youtube Jordi Visser

Type: Video

Published: May 10, 2026 at 12:30 PM (about 2 months ago)

Video Description

https://ai.22vresearch.com/dashboard/

In this week's video, I take on the "AI bubble" narrative head-on. Yes, charts have gone parabolic. Yes, the moves look uncomfortable. But this isn't 1999, and it isn't Kindleberger. The dominant force in markets is no longer human emotion, it's AI agents that don't anchor, don't get FOMO, don't remember Druckenmiller’s wisdom, and have one objective: make money. Markets are moving from "manias, panics, and crashes" to bubbles, parabolas, and speed crashes, faster up, faster down, and structurally different.
The facts cut against the bubble call. S&P earnings growth is running 27.1% Y/Y with 20% average earnings surprises across 320 reporters. Semi sales were +88% Y/Y in March. Anthropic is projected to surpass Alphabet in revenue by mid-2028, they...

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