Has China's AI stock bubble already burst? 💥 China's tech-heavy STAR50 has fallen about 40% in less than four months, wiping out roughly US$480 billion. Some of its hottest AI names, including Unitree, MetaX and Moore Threads, have roughly halved since the summer. Beyond China, more and more AI infrastructure is being funded with debt. When confidence in future AI returns weakens, investors start looking harder at cash flow and borrowing costs. Ask LongbridgeAI how today’s biggest market-moving signals and catalysts could affect your portfolio. #smartinvesting# #stocks# #wallstreet# #bigtech# #mag7# #bluechip# #techstocks# #Longbridgesg# #LongbridgeAI# -- AI-enabled tools, features, analytics, workflow assistance, or data integration functionalities are provided and operated by Longport Technology Pte. Ltd., and not by Long Bridge Securities Pte. Ltd.. The information provided herein is intended for general informational purposes only and does not constitute investment advice, recommendation, or an offer to buy or sell any investment product or service. Please seek independent financial advice if you are unsure about any investment decisions. This advertisement has not been reviewed by the Monetary Authority of Singapore.

📊 Data shows: This week, U.S. tech stocks wiped out as much as $1.9 trillion in market value. The Nasdaq 100 plunged 5.5% in a single week its biggest weekly drop in nearly 18 months. 📉 The contrast is stark: just the week before, retail investors went on a buying spree of AI and chip stocks, pouring in $9.1 billion in one week their largest weekly purchase in nearly four months. 🔥 #TechStocks# #Nasdaq100# #AIBubble# #RetailInvestors# #oncoin#

The latest market moves show that AI does not trade as a single theme. Weekend slowdown and safety headlines pressured capex-sensitive chips, data centers and optical names. Cybersecurity and software rallied, while cloud platforms held up. Different exposures, different reactions. The same headline can support several distinct positions across the AI stack. #USStocks# #ArtificialIntelligence# #TechStocks# #MarketAnalysis#

We are about to witness a massive capital roatation. And you don't want to be positioned in the wrong way. Energy stocks are setting up to pump. $NVDA CEO Jensen Huang just confirmed that it's the biggest bottleneck in the AI Buildout. $PLTR founder Peter Thiel has 75% of his portfolio in energy. Stocks like $VIST, $VST or $EOSE will heavily profit now. Meanwhile overvalued techstocks like $PANW, $CRWD or $NET will be rocked, as the market rerates them. Positioning for this move early will safe you a lot of money. Mark my words.