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*CHAPTERS / TIMESTAMPS*

0:00 The AI Crisis: Behind the Headlines

0:42 Nvidia's Secret 7-Page Memo (Panic?)

1:44 Jensen Huang's Suspicious Podcast Timing

2:15 OpenAI's "Code Red" & Google's Gemini Lead

3:30 ChatGPT Ads: A Sign of Cash Bleeding?

3:52 The "Cisco Moment": Michael Burry's Warning

5:07 The Depreciation Trap (2-Year-Old GPUs = Worthless?)

6:25 AI Startups & The 2008 CDO Parallel

7:12 The Zoom Warning: Good Company, Bad Stock

7:54 The Moat is Gone: Google TPUs vs. Nvidia

9:20 Amazon Trainium 3: The Market Didn't Care

10:40 The "Genesis Mission" Reality Check (No Money)

11:25 The Cost Problem: AI vs. Software Economics

12:57 MIT Report: 95% of AI Pilots Are Failing

14:15 The CAPEX Cliff: Stalled Data Centers

15:15 The Economic Disconnect (Real Sales vs. Inflation)

16:32 The Truth About Black Friday Sales (Volume Down)

17:28 ADP Jobs Shock: Small Businesses Are Bleeding

18:35 Challenger Report: Layoffs Up 54%

20:37 The 2007 Parallel: A Terrifying Similarity

21:37 The "Smart Money" Playbook (Barbell Strategy)

23:10 Conclusion: Why "Buy and Hold" Might Fail Now

Video recorded 2025/12/04

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*Disclaimer*

The information presented is provided for informational purposes only and does not in any way constitute investment advice, a recommendation, or an inducement to buy, sell, or hold financial assets. The opinions expressed are general in nature and do not take into account the financial situation, objectives, or specific needs of any individual. Before making investment decisions, it is recommended to consult a financial advisor accredited by the financial market’s authority for personalized advice. Investing involves risks, including the risk of capital loss.