The Fed is openly acknowledging a weakening labor market. AI hype overshot reality and now the supply chain is stuck dealing with it. The Walmart Recession Signal (WRS) currently warns of a potential recession or at least a significant economic slowdown.

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OpenAI 2025: “We need 40% of global chip supply and $1.4T in data centers”

OpenAI early 2026: “Actually $600B”

OpenAI now: “Actually we’ll just rent from Amazon”

Meanwhile:
> DDR5 went from $200 to $900
> Memory stocks ran up 300%
> Oracle CDS hit 16-year highs
> Microsoft just took the Texas site OpenAI abandoned

Sama causing a shortage and glut in the same fiscal year and now my PS5 costs $900

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