u/Ok-Statement731

I did a search, and it seems like it should give me a route map showing the changes from the 70s to the 2020s.

I was curious about how money moved from the industrial sector to energy companies in the 70s. Then, I wondered how it flowed from energy companies to Japanese finance in the 80s. After that, it shifted from Japan back to commodities and energy, which is often called the old economy. Then, in the 90s, it moved to telecommunications, like Microsoft and Cisco. After the dot-com bubble, it went to Chinese banks and energy companies again. Finally, in the 2010s, it moved to big tech companies like Apple, Meta, Google, Microsoft, Amazon, Tesla, Oracle, and how money shifted from heavy industries to lighter and softer ones.

It looks like big tech is pouring money into semiconductors, memory providers, grid energy, and other areas of the AI and structural worlds.

We’re seeing another shift happening.

What if AI investment turns into a bubble and a crisis erupts?

This time, the crisis could hit the biggest companies globally, unlike before.

Nut the money already went and the money credited to the AI layers providers companies such as Nvidia , micron , TSMC and now we are seeing the energies companies and other first 3 layers energy , connections and semiconductor

If its bubble it will hit the big companies

Okay, so the reduction will definitely affect AI layer companies.

However, for the first three layers, it will be a minor impact.

From now on, I think we should consider investing more in those three layers and other companies that haven’t been investing in AI, like mandatory energy companies and consumers. People will still need to buy from them to live.

Let’s not put all our eggs in the AI basket.

Let’s put some in energy, medical, and consumer sectors.

I’ll start investing in those areas alongside the AI three layers.

If the bubble is real and it bursts, I’ll be prepared and not collapse. 😅

What do you think Guys

I did a search, and it seems like it should give me a route map showing the changes from the 70s to the 2020s.

I was curious about how money moved from the industrial sector to energy companies in the 70s. Then, I wondered how it flowed from energy companies to Japanese finance in the 80s. After that, it shifted from Japan back to commodities and energy, which is often called the old economy. Then, in the 90s, it moved to telecommunications, like Microsoft and Cisco. After the dot-com bubble, it went to Chinese banks and energy companies again. Finally, in the 2010s, it moved to big tech companies like Apple, Meta, Google, Microsoft, Amazon, Tesla, Oracle, and how money shifted from heavy industries to lighter and softer ones.

It looks like big tech is pouring money into semiconductors, memory providers, grid energy, and other areas of the AI and structural worlds.

We’re seeing another shift happening.

What if AI investment turns into a bubble and a crisis erupts?

This time, the crisis could hit the biggest companies globally, unlike before.

Nut the money already went and the money credited to the AI layers providers companies such as Nvidia , micron , TSMC and now we are seeing the energies companies and other first 3 layers energy , connections and semiconductor

If its bubble it will hit the big companies

Okay, so the reduction will definitely affect AI layer companies.

However, for the first three layers, it will be a minor impact.

From now on, I think we should consider investing more in those three layers and other companies that haven’t been investing in AI, like mandatory energy companies and consumers. People will still need to buy from them to live.

Let’s not put all our eggs in the AI basket.

Let’s put some in energy, medical, and consumer sectors.

I’ll start investing in those areas alongside the AI three layers.

If the bubble is real and it bursts, I’ll be prepared and not collapse. 😅

What do you think Guys

For over a year now, many macro-bears on social media have been screaming that AI investment is a bubble and that the 1999 Dot-Com crisis is repeating. They claim that the Capex from Nvidia, Micron, TSMC, Broadcom, and Big Tech is just fake demand built on hype.

I was researching who has gained the most from people's money from the past until today.

Over the last 20 years, I found that the best gainers were banks, energy companies like Chevron and ExxonMobil, and distributors like Walmart.

In the last 10 to 15 years, it was Mega-Tech companies: Apple, Microsoft, Amazon, Meta, and Tesla.

But from now through the next ten years!

Do you know that tech companies alone (Apple, Meta, Amazon, Tesla, Microsoft, Google) paid around $1T? To whom?

I know many macro-bears on social media and many smart investors are saying it's a bubble like the 1999 Dot-Com crisis.

But I want to look at the news from the last two days and the market data coming out. That bubble thesis has completely fallen apart; we have officially entered an era of structural resource cannibalization, and it's showing up in the real-world consumer economy.

Just read the following two news items:

1. Apple raised iPad and MacBook prices by around 20% on June 25th. Why?

2. Micron's earnings announcement on June 24th, 2026: they reported a 15x increase in quarterly profits with gross margins scaling past 80%. Why?

Here is the proof: Apple no longer controls pricing and is no longer able to protect the customer from AI investments. People will pay this bill. What does that mean?

It means that real AI infrastructure companies, like the following:

1. Semiconductors (Silicon, CPUs, GPUs, TPUs)

2. Memory

3. The Energy Grid & Power

4. Thermal Management

...will be the biggest gainers for the next several years, and perhaps for the next ten.

The costs are no longer just passing from companies to AI layer providers; they are starting to hit the customers.

Wait for Apple's next earnings report. If people are still paying this 20% extra, it means that AI investment is no longer a bubble, and new economic growth is coming.

How should we think now?

The initial boom of those companies may be past, and future growth will be more normalized rather than the explosive rise of the last year, but life goes on.

Let us consider: who will be the biggest gainers among the AI layer companies? They might be the next big boom.