AI reality - every time a hyperscaler reported a capex increase in 2026 the market rose on the news - they are about to announce cuts to capex. Cisco just showed us. Microsoft Nvidia Samsung all of them will be next. Either late 2026 or early 2027. Just one of them has to report a capex cut and they will all follow. Margin calls, leveraged ETF rebalancing, margin calls, leverage cascade. Front run this. Move your AI gains to Bitcoin. The time has come. South Korea KOSPI was the canary in the coal mine.
MartyPartyShare
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