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WebbyGoogle — I write about my travels, working projects, ideas I'm testing and how I manage money. Written simply, shared openly.

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Artificial intelligence (AI)

The Week the AI Trade Cracked

AI-linked stocks led a selloff that pulled the S&P 500 down 4.4% and erased about $2.5 trillion in market value. This article looks at two YouTube videos made in response, one from chart trader Gareth Soloway and one from Bravos Research. Both treat the panic as a possible opening instead of a reason to run. The article explains what happened, what each analyst is watching, what Wall Street expects next, and four plain lessons for ordinary investors.

Updated 7 min read

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Artificial intelligence (AI)

The AI Boom Is Real. Are AI Companies Lying To You?

The article fact-checks on “Are AI Companies Lying To You” and finds that most of its numbers are real. AI labs feel they can’t slow down, so they need huge partners like Microsoft, which spent a record $37.5 billion in one quarter and still couldn’t build data centers fast enough. The real limit is physical & power grid connections. How long chips are depreciated which Michael Burry calls fraud but is legal and Meta keeping $27 billion of data center debt off its balance sheet.

Updated 10 min read