Tom Bilyeu

The GCC countries, the same ones that pledged $2 trillion into American AI infrastructure,

Now they have a problem.

Their own oil infrastructure and water infrastructure are at risk.

Their populations are nervous.

And they have a very simple decision to make.

Do we keep buying U.S.

debt and funding the American AI economy?

Or do we fund our own defense and ensure our survival?

It's a pretty simple decision to make.

And at a certain point, if Iran still poses a threat, the GCC countries will redirect all of their capital towards their survival.

And that's when the US economy really goes boom, and not in a good way.

When the GCC money that has been feeding our economy in ever-growing amounts for decades now

suddenly stops flowing into America, not only does the appetite for US debt, the debt appetite that's required to fund our reckless spending, not only does that cease, but the AI bubble will also burst.

Because right now, AI valuations are not based on current revenues.

They're based on the promise of future revenues that are expected to come.

but only if we actually finish this AI infrastructure build out and the revenues get delivered because AI just keeps getting better and better.

If it stalls out now, we've got a problem.

Remember, AI companies are now talking about building an outer space.

If you pull the capital flow,

the math collapses.