semiconductors

Make no mistake: It is the largest asset bubble in human history. Bank of America flags elevated bubble risk in semiconductors. The cracks inside OpenAI are deepening, and the numbers don’t lie.

Just like the dot com bubble in 1999 where Nasdaq valuations went parabolic on internet hype before the brutal crash. Make no mistake: It IS the largest asset bubble in human history. https://t.co/16W9PBcNIZ — Uncle Milty’s Ghost (@his_eminence_j) April 29, 2026 Nvidia is the Cisco of this generation. They sell …

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Wall Street is playing AI casino with borrowed cash. Semiconductors most overbought ever, going for a record 17 days of gains in a row.

This billionaire just warned the debt is unsustainable and he expects forced sell-offs and a wave of deals that leaves only the strong standing. “…There’s billions and billions of refinancing required just to keep these things sustainable. When does enough become enough for some of the big banks?”….” https://t.co/gcMSQZcEki — …

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Semiconductors getting demolished. Banks will lead now. That’s the new bet.

Semiconductors getting demolished. Banks will lead now. That's the new bet. pic.twitter.com/QUxFt2lQ78 — Mac10 (@SuburbanDrone) June 24, 2024 We're going to need more bagholders. pic.twitter.com/V1KHIXHGTX — Mac10 (@SuburbanDrone) June 24, 2024 While everyone was focused on Nvidia, another well known $3 trillion stock just got downsized to 5% of XLK. …

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