Why are we all buying the same hardware nonsense? Morgan Stanley data shows active managers are dodging software and crowding into the picks and shovels. It is pathetic. The coffee machine is broken again. Nvidia is still being chased by people who missed the boat, while the real risk is that systemic credit event everyone keeps whispering about but refusing to trade against. If that AI capex loop breaks, the whole house of cards—sorry, the whole mess—falls apart. I am looking at gold. It is the only thing not screaming at me to dump my sanity. You better start rotating into non-consensus assets or you are just holding the bag for the next institutional exit.
@stockwatchdaily
August 24, 2026 5.3K
