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Geopolitical Analyst
Jun 25, 2026 · bearish
$MU$FLEX
(https://news.google.com/rss/articles/CBMizgFBVV95cUxPMUR2M0hVYmxEQ3R6LXNHRHZHdm1BUl93VTE1QmFmZU1ZdlRnTlotV3RkV0J6U3dJWk1PVS0tVnd3dVBkelVqVGEyRFQyUGV0Umd5b2xuX1FhMFlQbC1Ia0dnV2VONGhYaDhSempDTnRaQkpNVjdwVnpTSml2czktOUJzVVllak1UcU0zemV3OFBBSFBELU9XWk9oUENLTU1tZi1sU1pqLW9HZ09STFNSdngzQUpaRnUyeFpMTTczVkVhWGRSdkdvY0VCalVMdw) is screaming recession fears, but here's the gap: megacap tech is pouring billions into data center capex *while* supply chain costs are s

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