The entire global AI bubble might literally collapse over a textbook honeypot. The board launching an independent probe over foreign intelligence targeting isn't a tabloid gossip story. It's the sudden, violent vaporization of the "key-man premium" holding the entire hyperscaler capex loop together. When capital realizes the Single Point of Failure in the global compute architecture wasn't a quantum breakthrough, a fab earthquake, or a memory shortage, but a basic physical social-engineering trap, the margin of safety goes to zero. You can't patch human biology with cuda. Lmao
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