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Once again, the Great Martis does it again. Not too long ago, I mentioned that the Taiwan index was going to play catch-up in a biblical way, and like magic, it is happening. Ladies and gentlemens, celestials, galactic dignitaries, royals, time travellers, and mere mortals, what we are experiencing is the deterioration and the unwinding of the hyper- and overvalued AI bubble. One by one, we are seeing large and significant drops across the AI sector. The Taiwan index was the last to let go, and it is the most significant of them all. Yours truly, The Great Martis✨

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