The $18 Trillion Lie: Markets Price a Hallucination
Donald Trump claims tariffs have generated $18 trillion. The real number is a fraction of that. Here is why the sheer scale of this falsehood is a flashing red signal for tech investors.
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Donald Trump claims tariffs have generated $18 trillion. The real number is a fraction of that. Here is why the sheer scale of this falsehood is a flashing red signal for tech investors.
Microsoft posted strong Q4 2025 earnings, yet the stock tumbled. Is this the first crack in the AI bubble, or a golden buying opportunity?
Tech stocks rebounded in November 2025 as Alphabet's Gemini 3 launch fueled AI optimism, though concerns about an AI bubble persist following mixed reactions to Nvidia's strong earnings.
Tech stocks tumbled this week even as Nvidia crushed earnings expectations with $57B revenue, signaling investors are questioning whether AI valuations have run too far.
Nvidia reported Q3 revenue of $57 billion and profit of $31.9 billion, beating expectations—but concerns about an AI bubble are growing despite the strong numbers.