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Episode 199: Tech Shock And Market Calm
Tech didn’t just wobble last week, it dragged the whole market into a gut-check. We walk through the post-election whiplash that saw a broad rally collide with a sharp Nasdaq selloff, and we explain why the epicenter of the damage sits in AI infrastructure: data centers, semiconductors, memory, and the neo-cloud names that depend on constant capital. When investors start questioning AI CapEx, the fear doesn’t stay contained, it spills into index performance, credit conditions, and overall market sentiment.
From there, we get practical about what could actually calm the tape. We lay out three…
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