In today’s episode, we’re talking about the hidden cost behind two of the biggest market stories right now:
Bitcoin leverage and artificial intelligence. Strategy’s preferred and common stocks are selling off, and people are asking whether Saylor’s Bitcoin machine is actually breaking.
Is this real structural risk, or is the market panicking over bad assumptions? At the same time, Apple is raising hardware prices because AI data centers are competing for the same chips, memory, and storage that go into consumer devices.
So my question is:
Are these just temporary stress points, or are investors starting to see the true cost of the two biggest trades in the market:
Leveraged Bitcoin accumulation and the AI infrastructure boom?
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