AI Bubble Burst = "Whole System Coming Down" | David Woo

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David Woo argues the AI-led equity boom is vulnerable to a broader repricing as long-end Treasury yields rise, fiscal deficits stay large, and China competition intensifies. In his view, gold has already found support around $4,000/oz, and a further leg higher could follow if technology stocks weaken again and the market rotates out of the AI trade. He also pushes back on the idea that tariffs and higher oil prices should have already driven a clear inflation surge, saying companies have instead absorbed pressure through weaker hiring. That leaves the focus on bond market stress, Fed policy, and geopolitics rather than the inflation narrative many investors are watching. For metals, the tone is constructive: higher yields and macro instability are presented as a backdrop that can eventually benefit gold if risk assets roll over. Near term, the key catalyst is whether the AI/tech unwind broadens and whether bond-market volatility forces a more defensive allocation into bullion. The video also references gold/silver retail product specials, but those are promotional and not market-relevant.