🚨 WARNING: DOTCOM 2.0 IS BEING BUILT RIGHT NOW! 🚨
⚠️ THIS IS NOT STABILITY. THIS IS FUEL FOR THE AI BUBBLE.
• $500 BILLION US/Taiwan semiconductor deal just locked in.
• The goal: KEEP THE CHIP FLOW GOING. KEEP PUMPING CAPEX.
• Spending is REAL ($450B forecast for AI buildout in 2026).
• PROFIT is the missing piece: Less than 40% of firms link earnings to AI.
• AI has only added 0.30% to S&P 500 net margins so far.
The lesson from 1999: Hype outpaces profits = VIOLENT reset. If spending explodes and profits lag, the crash will be brutal when sentiment flips. I called the last
$BTC ATH. Follow for the warning BEFORE it hits the news.
#AICapEx #DotComBubble #CryptoAlpha #MarketWarning