AI is dead, long live tech

Discussion of AI, QQQ, and why the next few days are very important to the tech trade.

Hi all. I normally won’t be putting out 2+ posts during the week, these take a bit longer to write than I’d like right now. But Tech (hence forth used interchangeably with QQQ) is at a very dangerous spot.

Before we jump into the technicals and the fundamentals/story I wanted to talk about part of the structure of the mega cap tech/AI trade. The tech t…