David Woo argues the US-Iran deal is a strategic defeat for America, signaling the end of US hegemony. He sees the AI trade as extremely fragile due to regulatory risks and Chinese commoditization, posing a major threat to the US dollar. He is bullish on gold as a long-term hedge against dollar decline and geopolitical instability, viewing recent weakness as a buying opportunity.
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AI bubble sharp down
Bank of America
8.5
Investment Bank $3040.00B
David Woo 7.5
Investment Bank $3040.00B
David Woo 7.5
6/15/2026 9:30:38 PM
dxy
If AI is at risk of becoming commoditized and no longer American, then that is very bearish for the US dollar... the dollar is no longer being going to be seen as being sacred.
| 4/17/2026 3:01:43 PM | medium term cautious down | 21 days later | -0.11% | +0.06% |
| 1/27/2026 1:16:36 AM | medium term cautious down | 20 days later | +0.74% | -0.37% |
| 9/17/2025 4:38:45 PM | long term cautious down | 60 days later | +2.30% | -1.15% |
| 9/3/2025 5:31:38 PM | short term sharp down | 5 days later | -0.57% | +0.85% |
metals
I think gold actually if you haven't sold I wouldn't be rushing to sell and I'll be looking to basically pick up some... I think this whole AI bubble... gold is going to be trading at $10,000.
| 2/11/2026 2:09:22 PM | medium term up | 20 days later | +6.75% | +6.75% |
| 1/7/2026 1:57:49 PM | medium term up | 20 days later | +30.93% | +30.93% |
| 12/9/2025 3:07:36 PM | long term up | 61 days later | +25.27% | +25.27% |
| 10/24/2025 9:17:59 PM | long term cautious up | 60 days later | +30.90% | +15.45% |
| 9/12/2025 2:50:23 PM | short term sharp up | 7 days later | +2.06% | +3.09% |
| 9/4/2025 9:08:44 PM | medium term up | 20 days later | +6.42% | +6.42% |
| 9/3/2025 5:31:38 PM | short term up | 5 days later | +1.66% | +1.66% |
ndx
I think if this AI bubble were to burst the dollars toast... I think if NASDAQ is down 20% before your end... the AI trade is going to be over.
| 6/4/2026 2:28:36 AM | short term up | 5 days later | -1.55% | -1.55% |
| 3/19/2026 6:22:02 PM | short term cautious down | 5 days later | +1.11% | -0.55% |
| 10/28/2025 3:42:05 PM | long term up | 61 days later | -2.28% | -2.28% |
| 9/3/2025 5:31:38 PM | short term up | 5 days later | +0.88% | +0.88% |
wti
I am not yet sure that oil price is going much lower... I think this deal is not over yet.
| 3/19/2026 6:22:02 PM | short term sharp up | 5 days later | -8.14% | -12.21% |
| 3/16/2026 5:06:11 PM | short term sharp up | 6 days later | -8.40% | -12.60% |
| 2/11/2026 2:09:22 PM | medium term cautious down | 20 days later | +18.81% | -9.40% |
| 12/9/2025 3:07:36 PM | medium term cautious down | 20 days later | -0.87% | +0.44% |
| 10/24/2025 9:17:59 PM | short term cautious up | 7 days later | -0.42% | -0.21% |
| 10/6/2025 2:28:34 PM | short term cautious down | 5 days later | -3.50% | +1.75% |
| 9/15/2025 10:19:56 PM | short term cautious up | 6 days later | -2.91% | -1.46% |
yields
Woo expects the bond market to trail oil lower, but the deal is uncertain. He also expects Walsh to be hawkish initially, which would put upward pressure on yields, creating a sideways/directionless outcome in the near term.
