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Tech Was Just De-Grossed Into The Biggest AI Capex Boom Ever
Washed-out tech positioning. A $1.3 trillion AI capex catalyst. Cheap QQQ vol. The asymmetry is getting interesting.
Raccontata da
zerohedge.com
Timeline cronologica
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Tech Got De-Grossed. Nvidia Just Lit The Fuse
Tech just saw its biggest de-grossing in two years. Then Nvidia ripped 7.5%. The general may be back — and positioning suddenly matters.
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Tech Was Just De-Grossed Into The Biggest AI Capex Boom Ever
Washed-out tech positioning. A $1.3 trillion AI capex catalyst. Cheap QQQ vol. The asymmetry is getting interesting.