Tech Reset, AI Spend, SpaceX Supply

The market finally hit the part of the trade where crowded winners stop acting like they can only go up. Tech got hit hard, yields pushed higher, crypto cracked, and a new wave of equity supply is starting to matter.Tech sell-off and semisJobs, yields, and rotationAI capex and adoptionApple and practical AISpaceX IPO and equity supplyAI policy and labor realityCrypto, energy, and risk indicatorsOther key watchpointsThis podcast was created with Podkey. Make your own at https://podkey.fm