THE SMARTEST MONEY IN AI ISN'T BUYING. IT'S CUTTING. 🇺🇸 The macro warning was the setup. This is the evidence. In the last 30 days: Microsoft canceled Claude Code licenses by June 30. Uber exhausted its full 2026 AI budget in 4 months. H200 GPU rentals dropped 40% in 3 weeks. Uber's COO on AI's value: "That link is not there yet." Buffett sees the euphoria. The CFOs see the invoices. Both are pulling back at the same time. The people who see the stock price are still buying. One side is wrong.
This content is for informational and educational purposes only. It may include third-party insights, sponsored content, or promotional material for which the creator may receive compensation. Nothing in this feed constitutes investment advice or a guarantee of returns. You are solely responsible for your own investment decisions. Always conduct your own research and exercise caution before trading. We do not guarantee the accuracy of third-party information and are not liable for any losses incurred. Past performance is not indicative of future results. Please refer to our Community Terms and Risk Disclosure Statement for details.
Post your reply
