đš THE NEXT AI CRASH MAY NOT START WITH NVIDIA.
IT COULD START IN WASHINGTON. đșđž
If Republicans lose Congress in the midterms, the political environment around Americaâs $1T+ AI infrastructure boom could change fast.
And the timing couldnât be worse.
AI is entering a phase where CAPEX, debt and cheap money matter more than ever.
Hyperscalers are heading toward roughly $800B in annual CAPEX.
AI spending could reach $900B in 2026 â $1.2T in 2027.
That is an enormous amount of money that has to keep flowing.
And if Wall Street starts believing that spending is about to slow?
The AI trade could get repriced violently.
Not because AI suddenly stops working.
Because the market stops believing the next $1 trillion of spending is coming.
Thatâs the real bubble risk. đ„
$MOVR $AGT $SOON #TrumpRejectsAIRulesForVoluntaryAudits
IT COULD START IN WASHINGTON. đșđž
If Republicans lose Congress in the midterms, the political environment around Americaâs $1T+ AI infrastructure boom could change fast.
And the timing couldnât be worse.
AI is entering a phase where CAPEX, debt and cheap money matter more than ever.
Hyperscalers are heading toward roughly $800B in annual CAPEX.
AI spending could reach $900B in 2026 â $1.2T in 2027.
That is an enormous amount of money that has to keep flowing.
And if Wall Street starts believing that spending is about to slow?
The AI trade could get repriced violently.
Not because AI suddenly stops working.
Because the market stops believing the next $1 trillion of spending is coming.
Thatâs the real bubble risk. đ„
$MOVR $AGT $SOON #TrumpRejectsAIRulesForVoluntaryAudits
