The economic playbook has shifted to a 'Break Now Fix Later' model, leaving markets to navigate the wreckage of demolished policies and half-built solutions. While OpenAI secures a historic $852 billion valuation, a massive disconnect between private funding and secondary market demand suggests the AI bubble might be more fragile than the headlines claim. The real opportunity lies in the hard assets and industrial infrastructure required to power this disruption, even as geopolitical pivots keep the broader market on edge.