The first sign of the AI bubble burst has appeared. The climax of AI is: 1. Nvidia promises to invest $100 billion in OPENAI; 2. OPENAI commits to buying computing power from Oracle; 3. Oracle purchases graphics cards from Nvidia to expand data centers, then sells computing power to OPENAI. Now, Nvidia's CEO says: "Who said I have to invest? It was him who invited us to invest. I haven't decided whether to invest or not." Then OPENAI responds: "Why don't we just develop our own chips, damn it." Oracle: "What the hell? I spent so much money buying cards and building data centers. What are you two playing at? Fine, I'll lay off staff first. The collapse is coming." Why did the CEO change his tune? Because he can see that CHATGPT subscriptions are slowing down, losing $5 billion annually. The money made from selling graphics cards can't be spent like this—it's wise to recognize that during a bull market, we make money quickly, but most of the investment spent on reckless expansion can't be recovered. Now, Oracle's stock has already started to decline as a warning. He spent $50 billion building data centers; if OPENAI runs out of money, he won't have clients, and these data centers will become useless. So, the game of back-and-forth in Silicon Valley has encountered its first "Yellow Swan." AI is certainly great, but the bubble is even bigger. An exception is GOOGLE, which makes a lot of money and is getting stronger, with lower prices and more users. The next possible scenario is: Script 1: OPENAI goes public, raises funds, surges high, then keeps crashing, causing the AI bubble to burst. Those reading this post might then go all-in on GOOGLE with 150, make a fortune. Script 2: It doesn't go public at all, crashes in place. Script 3: It goes public, holds on, the crash is delayed a bit, but eventually collapses.