Two September 23, 2026, posts offer bearish views of AI-driven markets. One says the Nasdaq has hit a record high while AI earnings prop up stocks, pointing to what it describes as $1 trillion-plus in circular capital-spending financing alongside a private-debt bubble. The other predicts that AI overinvestment will lead to spending cuts, slashed forward guidance and a tech-stock crash, followed by bailouts and stimulus. That post frames the predicted downturn as a future wealth-building opportunity.