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The Trillion-Dollar Depreciation Time Bomb Ticking Under the AI Bull Market

The Trillion-Dollar Depreciation Time Bomb Ticking Under the AI Bull Market

Hedge fund titans Greg Jensen and Michael Burry are sounding the alarm on the AI chip boom, warning that Nvidia's GPUs are rapidly depreciating assets rather than long-term investments. This deep dive explores the risks of hardware obsolescence, the hyperscaler spending trap, and the looming semiconductor correction.

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