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SECTOR ETFXLKQQQBEARISHSubstantive discussion · 3/5

No single ticker was named. Technology ETFs are one way for retail investors to get exposure. Not a recommendation.

AI economics a 'house of cards'

The case was made that the AI business model is fragile, built on subsidizing massive losses at model companies like OpenAI and Anthropic.

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NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE