The AI Bubble Could Hit Everything
VRIC Media Aug 25, 2026
Summary
Brien Lundin says AI-driven equity valuations have passed their records from just before the 2000 tech wreck, leaving markets stretched.
He expects a severe correction or liquidity event when the AI trade trips over itself, hitting all markets — not just technology stocks.
A correction would also hit gold, silver, and miners — a real buying opportunity he cautions investors not to count on.
Brien Lundin's takeaways
- Top takeaway Argues that as of August 2026 an AI bubble is driving equities, with valuations by many metrics above the records set just before the 2000 tech wreck.
- Expects a severe correction, potentially a liquidity event, when the AI-led market trips over itself.
- Says such a correction would hit all markets, including gold, silver, other metals, and the miners.
- Views that selloff as a real buying opportunity for metals and miners, but cautions against counting on it arriving.