Keep pulling the thread on Property Markets.
Scott predicts that AI stocks will experience a market correction in 2026.
Scott predicts that China will flood the U.S. market with inexpensive, open-weight AI models, forcing a correction in the valuation of American AI companies.
Scott predicts that the current data center construction boom is a bubble that will burst.
It is estimated that many new data centers will require five to eight years to be connected to the power grid.
To meet the power requirements implied by current AI revenue projections, the U.S. would need to build 250 new nuclear power plants at a cost of $10 trillion.
China brought 256 gigawatts of new solar capacity online in the first half of 2025, which is more than the rest of the world combined.
Scott predicts that the U.S. government will provide a bailout to the AI industry in 2026, likely through loan guarantees.
Scott predicts that the market dominance of NVIDIA and OpenAI will come under significant competitive pressure in 2026.
NVIDIA currently holds a 94% share of the GPU market.
NVIDIA's market capitalization is greater than the combined stock markets of Canada, the UK, France, Germany, and Italy.
Scott's big tech stock pick for the upcoming year is Amazon.
Amazon operates one million industrial robots, more than double the 400,000 operational robots in the rest of the United States combined.