Sell AMD by Oct 4, 2026.

Ishares China ETF has tanked below 2004 price by -45percent. The S&P500 has went up 280percent since this period. Both tell a cautionary tale of bull vs bear. One is only smart when the tides in their favour. I’ve been thinking about what would really Pop the Ai Bubble. It could be a number of different things but what is clear to me is that it’s certainly a bubble **China could very well be the instrument that pops this euphoria.** …