Bridger PenningtonFund Launch & Investment Expert

When capital starts circling AI, it’s not hype. It’s signal! 👀

18 Dec 2025 · 1 min

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Bridger Pennington breaks down capital flows in AI, pointing to Nvidia's $5 trillion valuation and cross-investments between Nvidia, OpenAI, Oracle, and Microsoft as signs of potential bubble formation. When major players start circling the same bets, it's not hype—it's a warning signal for 2026.

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Investment fund managers, we are paid good money to try to predict the future, which is a pretty hard game to be in, but we try to look at a lot of data. This is the circle investments that are going on in AI right now. Nvidia is in the middle, just hit $5 trillion, largest company ever. Nvidia is investing $100 billion into OpenAI. OpenAI is investing $300 billion into Oracle, and Oracle is investing tens of billions back into Nvidia. All these companies' evaluations balloon because This company's investing in this company into Microsoft, which goes back into Nvidia. And so these big partnerships that are being announced that look good to the stock market, many groups have said this is an AI bubble because of the cross-investment. Again, these are bear cases for 2026.