Biggest Bubble In History ‘Unwinding’ Now: 17x Worse Than 2000 Crash | George Noble
Jul 21, 2026 #investing #stocks #economy
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George Noble, Managing Partner of Noble Capital Advisors and Author of “The Noble Update," discusses the risks facing the AI and technology boom, the case for energy and gold, and why investors should focus on valuations, earnings, and market cycles rather than momentum
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*This video was recorded on July 20, 2026.
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00:00 - Intro.
02:21 - Semiconductor Selloff and the AI Bubble Unwind
11:25 - Intel Crash and 17x Dot-Com Malinvestment
14:25 - Gold Bottom, $10,000 Target and Rising Rates
18:06 - Fed Policy, Bond Yields and the U.S. Debt Trap
23:12 - Short Tech, Long Energy and the Oil Squeeze
28:52 - SpaceX Collapse, Share Unlocks and $30 Target
34:16 - Tesla, Oracle and OpenAI Bankruptcy Warnings
38:18 - AI Profitability, Market Cycles and Investing Lessons
#investing #stocks #economy
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