Video Description
Full Episode:
The AI trade is showing signs of real stress.
Taiwan has moved to restrict short selling after a brutal market decline, while a multi-billion-dollar stabilization fund is being prepared to help contain margin calls and further pressure across the AI and semiconductor trade.
At the same time, markets are becoming increasingly desensitized to events that once would have triggered major alarm — from trading disruptions and insider activity to broader political and economic instability.
In this discussion, we break down the growing pressure around AI, Nvidia, Taiwan, inflation expectations, job fears, and the wider financial environment — while Strategy continues adding more Bitcoin to its balance sheet.
The question is no longer whether markets are volatile.
It’s...
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