Iran is coming for the AI bubble
TME kicks us off with a market that just doesn’t care. Momentum refuses to die Memory remains squeezed, BTC has gone from below its 200-day to historically overbought in a matter of sessions, and gold is turning parabolic as flows chase the move higher. Meanwhile, fund managers are back overweight US equities with cash near The post Iran is coming for the AI bubble appeared first on MacroBusiness…
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