According to @AndrewYNg, massive AI infrastructure spending and valuations — including OpenAI’s $1.4 trillion plan and Nvidia briefly reaching a $5 trillion market cap — are fueling questions about an AI bubble and the sustainability of returns. Source: Andrew Ng on X, Nov 28, 2025. For traders, Ng’s remarks signal potential repricing risk across AI-exposed assets, with particular attention to headline sensitivity in AI-themed cryptocurrencies such as RNDR, FET, AGIX, and WLD when AI funding or semiconductor sentiment shifts. Source: Andrew Ng on X, Nov 28, 2025. In risk-off scenarios tied to bubble concerns, participants may rotate toward higher-liquidity crypto majors like BTC and ETH while trimming high-beta AI tokens to manage drawdown. Source: Andrew Ng on X, Nov 28, 2025. Tactically, monitor AI spending announcements and mega-cap chip milestones referenced by Ng as volatility catalysts, and adjust position sizing and stops accordingly. Source: Andrew Ng on X, Nov 28, 2025.