WS #13296

04:25→04:51 UTC
From 457 msgs · 5 key-dev

Meta raises AI capex to $130-145B while Michael Burry expands bearish bets on NVDA and MU, highlighting AI trade bifurcation.

AI capex and short-bias divergence

Meta raises AI capex to $130-145B while Michael Burry expands bearish bets on NVDA and MU, highlighting AI trade bifurcation.

Full world state #13296 →

US-Iran de-escalation and oil price crashUS-Japan coordinated yen intervention
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