I've been taking flak since I said in 2024 that the bubble would pop in mid-2026, but it's a matter of basic material dialectics. Marxist analysis is the closest thing we have to a time machine. www.cnbc.com/2026/07/29/c...
Chip stocks shed more than $1 trillion as selloff hits companies powering AI boomNvidia, SK Hynix and Samsung Electronics have led the selloff since market close on Friday.www.cnbc.com