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The World’s Hottest Trade Is Built on Fake Money — And It’s About to Collapse
2026-02-17 13:13 UTC

The dominant theme for the markets since late 2022 has been the AI trade. Since Chat-GPT was unveiled by OpenAI in November 2022, AI-related stocks have accounted for 75% of market gains, 80% of market profits, and 95% of capital expenditures. Put simply, this bull market has effectively been on gigantic bet on AI. And […]


 

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