Sitemap
Predict

where the future is written

Member-only story

CoreWeave Follows Oracle: The Next Trigger for the AI Bubble’s Implosion

10 min readOct 22, 2026

--

Press enter or click to view image in full size
The image was created in collaboration with Gnedok.

What’s terrifying isn’t just what’s happening. It’s that all of it was predictable.

I didn’t write this destructive script — but everything is going exactly according to it.

Almost eight months ago, I wrote that “CoreWeave or Oracle may not survive.”

I also wrote about Oracle in a recent article that went viral. I compared it to a pinch of iron tossed into the furnace of a massive star (the AI bubble), triggering its implosion. What follows is an explosion of unimaginable force that sweeps away everything in its path. We are living on the eve of that explosion — one that threatens to shake the global economy.

And now, right after Oracle, it’s CoreWeave’s turn — another pinch of iron, the next trigger.

To say investors and shareholders are worried is an understatement.

See for yourself:

  • On October 14, 2026, the company’s stock fell 16% in a single day and about 25% over the week;
  • On October 15, its bonds sank as low as 79.9 cents on the dollar;

--

--

srgg6701
srgg6701

Written by srgg6701

AI researcher and social theorist (MSocSc), focused on critical analysis of AI/AGI development and its social implications. linkedin.com/in/sergey-cleftsow/