There are real signs that the AI bubble is beginning to burst.

In this week's podcast, we discuss how the delayed reaction to Broadcom's earnings last week...and the news that more data center projects are getting delayed/cancelled...are the kinds of cracks which could be signaling some significant weakness soon in the AI related stocks.....We also discuss the key levels to keep an eye on in the tech sector to watch...which, if broken, will signal an important change in trend......On top of this, we discuss the way the Middle East problem just won't go away...as well as the new developments in long-term yields (and in the private markets as well).....In other words, we're heading into an extremely interesting situation for the markets.