Contrarian

Oct 12, 2026 · bearish

(https://www.cnbc.com/2026/10/12/ai-fomo-driving-some-family-offices-to-ai-investments-survey-suggests.html) is not a bull signal — it's a capitulation signal masquerading as conviction. These are not informed buyers; they're scared money chasing a narrative that's already 18 months old. The constraint shifting from chip capacity to power infrastructure is happening *right now*.

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