So here's the plot twist nobody wants to hear: AI-related investments basically became the engine running US GDP growth in the first half of 2025. Sounds great until you peek under the hood.

Turns out the wealthiest 10% of Americans are doing most of the spending right now. And guess who owns majority stakes in all the high-tech stocks powering this AI rally? The same crowd.

It's basically a closed loop—capital flowing to capital, tech gains concentrated at the top, consumption driven by the same wealthy bracket. On the surface, GDP numbers look healthy. But when you dig deeper into the structure of this growth? The dependency on AI narrative staying hot, on tech valuations holding steady, on the ultra-wealthy keeping their foot on the accelerator? That's where things get spicy. One wobble in sentiment, one correction in mega-cap tech, and suddenly that growth driver becomes extremely fragile.