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MSFT Meltdown: Green Light for AI Infrastructure Stocks?
Microsoft’s selloff isn’t a crisis; it’s a catalyst. With $750 billion in AI infrastructure spending pouring in from tech giants and now the U.S. government, this pullback is a rare window into the AI supply chain boom.
Here comes the metal dip we've been waiting for... here's your technical "buy-the-dip" guide based on local bottoms since the metals bull market start...
My quick thoughts on Kevin Warsh as Fed Chair:
Yes, he has ultra hawkish during his time a Fed governor (2006-11), being worried about inflation even ...
Data centers. Nvidia chips. Rare earths. Uranium. Oil & gas.
This isn’t random — it’s a coordinated push to win the AI endgame. ♟️
🎧 ...