With BTC now above $95k in late 2025, do you still see the grand supercycle as complete and a multi-year bear market underway, or has the price action forced a recount? Curious if the wave count has changed!
Given that all six of the AI‑semiconductor categories dropped last week — driven by valuation concerns, profit‑taking and “AI‑bubble” fears — do you think this sell‑off is just a short‑term correction or a sign that investor confidence in the AI‑hardware boom may be waning for a while? What kind of events or data would you look for to confirm a genuine rebound vs. a prolonged downturn in the sector?
Thanks for the deep dive! I’m curious — given that SPVs shift the debt off the main company balance sheets, do you see this as creating systemic risk in the AI sector, or is it mostly a contained financing strategy? How might regulators respond if these SPVs start to fail?
Agreed. But I wonder if the article over-emphasizes risk a little: it treats AI (and related disruption) as a kind of universal threat to livelihoods, but doesn’t equally explore how many people may benefit, or how economies tend to create new kinds of jobs, often faster than old ones disappear.
Good stuff, but I really can't find any other articles about $ADUR. I'd love to know what some of the other authors here think. Is anyone else covering this stock?
Latest Comments
Let's Talk Turkey And Tesla
Bitcoin: A Completed Elliott Wave Pattern, A Possible Bear Market, And A Bigger Question About Its Long-Term Viability
All 6 AI Semiconductor Stock Categories Fell Last Week - Here's Why
AI Financing Through SPVs Quietly Shifts Risk And Debt
In The Future, You Might Want To Fix Typewriters
Stocks Are Overvalued, Expect Losses And Low 10-Year Forward Returns: Update October 2025
Current Report: Conagra Brands
Aduro Clean Technologies Is Starting To Scale Up
Netflix Stock Slips Below 200-Day MA: Here’s Why Josh Brown Still Favours Buying
🐻 Toast!! Bullish on $NFLX! #Netflix rocks!

The Rise Of Prop Trading: A New Path For Futures Traders