Written by Bryan Lutz, Editor at Dollarcollapse.com:
So, every Sunday morning I sit down to write a few short thoughts.
Sometimes these thoughts end up being about life, other times they are on gold, geopolitical issues affecting the markets, or the economy.
Here are three thoughts for this morning:
1. There’s a lot of buzz right now about AI, jobs, and people looking to the government job reports for relief. But AI is also about to facilitate more opportunity beyond the roles the politics demands.
This video has been tossed around X the past few days.
Mostly because AI stocks are looking rocky.
Nvidia just had another record quarterly report, but its stock still dropped. Markets are finally waking up to the uncertainty of AI in the marketplace, but the market is also giving in to one of two big psychological movers… greed and fear.
This time it’s fear.
Sure, this new technology is going to wipe out many jobs that previously checked boxes, pushed papers, and signed off stamps of approval.
Those jobs generally did not produce much anyway.
Now, those people will be forced into a new paradigm.
Anthropic CEO just said Ai will wipe out 50% of lawyers, consultants, and finance professionals within 12 months: pic.twitter.com/3ZprUpnGgG
— ₕₐₘₚₜₒₙ (@hamptonism) February 27, 2026
Whether they like it or not, they will be forced to become creators, and in that general sense, producers.
AI provides many of the tools needed to do so…And lawmakers aren’t able to keep up.
Checking boxes…
Paper pushing…
Stamps of approval…
They’re all programmable, and increasingly irrelevant because of AI’s rapid innovation in the marketplace.
Entrepreneurship is calling, and Artificial Intelligence and its associated software are opening up opportunities for every individual beyond the roles that politics demands.
2. Wal-mart is a great example of a collapse stock, and it’s beating Nvidia.
When economies go wry, groceries are recession proof.
Everyone needs to eat… but you can’t eat a microchip from off the production line.
The utility for food and Nvidia’s chips have completely different use cases.
In February 2024, I remember writing about Wal-mart.
For the first time in almost 50 years they split their stock. The consensus was that because they offer their stock as an employee benefit, they wanted to make it more accessible to everyone.
So they split the stock, doubling the amount of shares and giving stock holders a two for one deal on ownership.
Before the stock split on Feb. 28, 2024, I mentioned that Wal-Mart would be a great defensive investment in the money bubble market.
Now it is trading at 2x Nvidia’s P/E ratio.
Since then, Wal-Mart’s stock has gone up 2.5x in just a little over two years.
This is what it looks like when the market starts correcting bubbles. Especially, the AI bubble.
Defensive investments win out.
3. Well, YouTube is slowly shutting down Asian Guy’s channels and at the same time the urgency of silver scarcity couldn’t be more real.
Well, YouTube is slowly shutting down and/or suppressing Asian Guy’s videos.
In the January 11, 2026 Edition of Sunday Morning Thoughts, I shared a collection of 13 channels where Asian Guy was spamming YouTube, scaring investors, and driving hype toward runs on your local bullion shop. As silver shot up to $120+ dollars per ounce bullion dealers were doing as much buying as they were selling. Our robotic friend was along for the ride.
Here are three of his channels that no longer exist:
https://www.youtube.com/@errorsfortunes
https://www.youtube.com/@BullionWatch
https://www.youtube.com/@EconemyMeetHistory
Here are three channels YouTube may be suppressing:
https://www.youtube.com/@Dollarstormofficial
https://www.youtube.com/@FinancialCrux-e1k
https://www.youtube.com/@TheGrayLedgerOfficial
While this channel with the most subscribers (73.4k subs) seems to be getting the most attention.
https://www.youtube.com/@CurrencyArchive
Anyway, just an interesting observation as the silver price continues to be undervalued.
Schiffgold recently shared these charts on silver inventory in the COMEX. Physical inventory in the COMEX vaults continues to drain.
Eligible silver is not currently available to satisfy a futures contract delivery. That’s because the owner has not attached a “warrant” to it (a document that makes it deliverable against a futures contract).
Sometimes these are banks storing silver. Other times these are bigger players.
Registered silver is officially available for delivery against a COMEX futures contract.
Despite the lack of silver hype and the chronic underpricing of physical silver, silver’s scarcity continues to grow.
