@samxbt.eth

Doomer or Boomer Big Tech buybacks are fading because cash is being diverted into massive AI capex, while markets are crowded into passive/index flows + low cash → if liquidity support weakens and AI drives higher uncertainty/unemployment fears, multiples compress and risk assets sell off. Stay more defensive (more cash + some QQQ puts) but still bullish the “picks-and-shovels” side of AI (memory/compute supply chain). https://chumbawamba22.substack.com/p/doomer-or-boomer

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