RT @TheShortBear: KOSPI was looking like $ARKK or $QQQ in 01 for a while now. If this is it... 2-3y of pain... Hopefully this is 98, but given AI token price vs usage is falling for the first time, CDS are spiking... More and more is failing and rates are at multiyear highs, it is easy to make the case for 01. it sarted with $ORCL, then Korea via Memory, now GPU centers. Last man standing is the frontier labs, if that goes, the circular nature that allowed for capital to be artificially created will work backwards. The circular nature of investments was and is the biggest risk of all this, it drastically increased contagion risk. Scary times. A president that used narrow AI focused market gains as a piggy bank... Look where we are now: -High inflation -High gas prices, -Highe
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