• BarcodeBarcode
      ·09-26
      $Roundhill Magnificent Seven ETF(MAGS)$ $NVIDIA(NVDA)$ $Microsoft(MSFT)$ 🔥⚡️📉 $MAGS Breaking AI Illusion: Data Center Surge vs Crash Risk 📉⚡️🔥 I’m convinced we’re staring at one of the most fragile market constructs in history. The bubble hasn’t burst yet because investors haven’t fully digested the brutal math: the highest valuations in history imply the lowest expected future returns in history. Crashes don’t come from nowhere; they come when risk-aversion collides with a market priced as if risk doesn’t exist. AI-linked equities are the epicenter. Since ChatGPT’s launch in November 2022, they’ve accounted for 75% of S&P 500 returns, 80% of earnings growth,
      1.21K5
      Report
    • BarcodeBarcode
      ·09-26
      $Roundhill Magnificent Seven ETF(MAGS)$ $NVIDIA(NVDA)$ $Microsoft(MSFT)$ 🔥⚡️📉 $MAGS Breaking AI Illusion: Data Center Surge vs Crash Risk 📉⚡️🔥 I’m convinced we’re staring at one of the most fragile market constructs in history. The bubble hasn’t burst yet because investors haven’t fully digested the brutal math: the highest valuations in history imply the lowest expected future returns in history. Crashes don’t come from nowhere; they come when risk-aversion collides with a market priced as if risk doesn’t exist. AI-linked equities are the epicenter. Since ChatGPT’s launch in November 2022, they’ve accounted for 75% of S&P 500 returns, 80% of earnings growth,
      1.21K5
      Report