Fresh "motherlode": This sort of divergence - with indices pushing new highs amid lopsided bullishness, with the broad market treated like garbage - is a common syndrome at speculative extremes not a forecast not a forecast not a forecast not a forecast

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‘Even under management’s own plan, compute alone consumes more than 200% of revenue at the 2027 peak. There is no scenario on the chart in which the frontier lab covers its compute bill out of revenue in the year the wall lands.’ www.groundbrkr.com/p/the-teaser...

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“.. There’s this whole tranche of people who’ve been quite used to being among the most upwardly mobile in society who are all of a sudden saying, ‘Now I’m the guy on the street.’” @washingtonpost.com www.washingtonpost.com/technology/2...

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Hadn't appreciated that 30% of the leveraged ETF universe is leveraged semi stocks.

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Well *that's* not supposed to happen

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