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The numbers were fake.

Like, really fake. Hundreds of thousands of jobs that supposedly existed over the last several months? 

Never existed. "Well beyond the margin of error and entering into the territory of fraud," as I put it on Tuesday.

While everyone's arguing about whether the Fed cuts 25 or 50 basis points next Wednesday, I'm watching something bigger unfold. The jobs revision isn't just embarrassing - it's revealing the exact scenario I've been positioning for all year.

The risk was never inflation this year. The risk was always unemployment.

Here's what's happening while the market digests this bombshell:

• China tech is absolutely smoking US tech right now - and I'll show you why DeepSeek changed everything
  • The semiconductor leadership rotation that's creating massive opportunities (we've been riding Arteris Labs since July)
  • Why precious metals just hit my upside targets... and what that means for the next 6 months

But here's the crazy part: Everyone thinks the AI bubble is over because we're 2% off all-time highs.

Nexus Group just exploded 50% higher. That's not bubble-bursting price action. That's early-stage acceleration.

I'm tracking setups in Chinese tech, quantum, biotech, and a magnificent seven rotation that most people are completely missing. The pieces are falling into place for something I haven't seen since the early stages of major bull moves.

The system is changing, the structure is changing, but human psychology never does.

I break down exactly what I'm seeing - the specific stocks, the timing, and why the next 12-18 months could be unlike anything we've experienced - in Tuesday's full analysis.

Don't let fraudulent data and media noise distract you from what's really happening in price action and money flows.

Markets are always forward-looking. Always.

Video Length: 00:10:20

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