$VanEck Gold Miners ETF(GDX)$ $iShares Silver Trust(SLV)$ The rotation out of the domestic AI bubble in $SPDR S&P 500 ETF Trust(SPY)$ and $Invesco QQQ(QQQ)$ is moving into emerging markets, gold, silver, and BTC.X, and pushing them higher. The US AI bubble is cracking because there is no real AI race. China won because they have the infrastructure, and 65% of US companies have already migrated to Chinese AI models.
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