JC Christopher(@JCChristopher):The AI Trade as of 11/1/26: One side of the trade is being punished because they are spending too much. The other side of the trade is being punished because their customers will stop spending. I will acknowledge that the Beaumont, Texas ISD may not have the greatest math program in the country, but it definitely prepared me enough to understand this equation.

JC Christopher

@JCChristopher

U.S. Marine, retired KPMG partner, long-term TSLA & SPCX portfolio, short-term options trading/premium seller portfolio. Tesla referral:

Joined April 2022

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JC Christopher@JCChristopher

2026.11.01 17:04

The AI Trade as of 11/1/26: One side of the trade is being punished because they are spending too much. The other side of the trade is being punished because their customers will stop spending. I will acknowledge that the Beaumont, Texas ISD may not have the greatest math program in the country, but it definitely prepared me enough to understand this equation.