Aug. 19 at 11:31 AM
$MAGS $META $CRWV $GOOG $AMZN
Pop goes this bubble. It is silly betting in favor of corporations against the will of the people.
"The new existential threat to AI"
"Republicans and AI CEOs are in full panic mode watching politicians and the public turn on the physical engines of AI growth. In private, they tell us they can't find a compelling message to shift opinion fast enough."
Betting on AI is an easy way to lose your money moving forward. There is a long way to go before we test bottom.
"Big Tech has already locked itself into trillions of dollars in future spending: The Financial Times found six hyperscalers have nearly
$1.5 trillion in purchase commitments, much of it tied to AI infrastructure, plus roughly
$1.5 trillion in lease obligations. Even the richest companies in history are now turning to debt markets to bankroll the buildout."
https://www.axios.com/2026/08/19/data-centers-ai-political-opinion
Super
