AI bubble and Nasdaq focus draw attention, Willem Middelkoop writes

AI bubble and Nasdaq focus draw attention, Willem Middelkoop writes
AI bubble and Nasdaq trading focus

Willem Middelkoop described the AI bubble and its perceived impact on trading on Nasdaq during the past week.

The founder and investor at Commodity Discovery Fund noted that his recent piece on the subject was particularly well received.

Middelkoop previously reported that South African mining production fell 12.7% year-on-year in August 2026, with notable declines in platinum group metals, iron ore, and coal, as noted by a broker here. He also covered Valcambi’s plan to open its first gold refining facility outside Switzerland in Hong Kong, according to a Bloomberg report here. These updates follow his recent analysis on market trends related to AI and trading activity.

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