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247 | AI bubble sirens: the $8 T bill, OpenAI’s “code-red” scramble, Anthropic Opus 4.5 dethrones Gemini 3, AWS rolls out Frontier Agents — and more AI news for the week ending on December 5, 2025

Leveraging AI

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Is AI a bubble? Market concentration risks

Isar links Michael Burry's bubble warning to ETF concentration, NVIDIA valuations, and stretched hardware depreciation.

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