Blain’s Morning Porridge Feb 5th, 2026 – Navigating the stormy seas of Tech
“The worst thing you can do is nothing.”
Where are the Tech markets and AI heading? Are we due a meltdown or melt-up? Will the bubble bust, or do the current ructions reflect growing uncertainty on which directions upside lies? There is plenty to consider when trying to predict where AI and Tech eventually go.
What we do know is AI will change the world, and technology is constantly evolving. To play markets, we need to take a view. Doing nothing is not an option.
It’s been a funny old market in tech these last few days – as volatile as broken glass is sharp, as unpredictable as Brownian Motion in a teacup. Strip away the noise and fear around the potential quietus for Oracle on its unsustainable debt burden, how few chips Nvidia might now sell, how much infrastructure OpenAI may never build, or how far down the wrong roads Microsoft has travelled, or how Google will own us all, and try figure out exactly how much the AI revolution will change the world.
Because it will.
There are broadly three things to think about:
