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๐จ AI BUBBLE WARNING: DOTCOM 2.0 IS BEING FUNDED RIGHT NOW! ๐จ
โ ๏ธ This is NOT stability. This is FUEL for the AI bubble repeating 1999.
โข US/Taiwan locked a $500 BILLION semiconductor deal.
โข The goal: KEEP THE CAPEX PUMPING, even if profits lag.
โข Spending is REAL ($450B buildout forecast for 2026).
โข PROBLEM: Less than 40% of firms link earnings boosts to AI. Margins barely moved (0.30% S&P 500).
If spending explodes while profits stay flat, the reset will be VIOLENT when sentiment flips. I called the last $BTC ATH. Follow for the warning BEFORE it hits the news.
#AIBubble #Dotcom2 #CryptoAlpha #MarketCycle #CAPEX
โ ๏ธ This is NOT stability. This is FUEL for the AI bubble repeating 1999.
โข US/Taiwan locked a $500 BILLION semiconductor deal.
โข The goal: KEEP THE CAPEX PUMPING, even if profits lag.
โข Spending is REAL ($450B buildout forecast for 2026).
โข PROBLEM: Less than 40% of firms link earnings boosts to AI. Margins barely moved (0.30% S&P 500).
If spending explodes while profits stay flat, the reset will be VIOLENT when sentiment flips. I called the last $BTC ATH. Follow for the warning BEFORE it hits the news.
#AIBubble #Dotcom2 #CryptoAlpha #MarketCycle #CAPEX
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