Nouriel Roubini, the renowned economist and "Dr. Doom," stated in a Bloomberg interview this week that the AI-driven investment boom is far from over. His optimism is rooted in the massive investments by tech giants in AI infrastructure and the anticipated productivity returns, explicitly stating that the current AI rally does not constitute a market bubble. However, he also highlighted four specific macroeconomic risks: the ongoing blockade of the Strait of Hormuz, leading to sustained high oil prices (Brent crude rose 6% this week due to a new round of US-Iran strikes); a potential escalation of the Iran war after the midterm elections; upward pressure on global bond yields due to expanding fiscal deficits worldwide; and the potential risk of a temporary market correction (the S&P 500's average performance from August to October is typically the worst of the year).