🚨 AI BUBBLE WARNING: DOTCOM 2.0 IS BEING FUNDED RIGHT NOW! 🚨
⚠️ This is NOT stability. This is FUEL for the AI bubble repeating 1999.
• US/Taiwan locked a $500 BILLION semiconductor deal.
• The goal: KEEP THE CAPEX PUMPING, even if profits lag.
• Spending is REAL ($450B buildout forecast for 2026).
• PROBLEM: Less than 40% of firms link earnings boosts to AI. Margins barely moved (0.30% S&P 500).
If spending explodes while profits stay flat, the reset will be VIOLENT when sentiment flips. I called the last
$BTC ATH. Follow for the warning BEFORE it hits the news.
#AIBubble #Dotcom2 #CryptoAlpha #MarketCycle #CAPEX