"Ah yes, the AI chip rally — because nothing says ‘stable economy’ like betting on tech while these clowns turn the dollar into Monopoly money. ‘Making the Dollar Worthless Again’ was right there, but I guess ‘winning’ means watching BRICS hoard gold like doomsday preppers."
"Nothing screams ‘global confidence’ like central banks dumping dollars for gold at rates not seen since Nixon was in office. But sure, let’s pretend tariffs on allies and a $34 trillion debt won’t make that AI chip boom look like a casino chip."


The Board
2026 AI Chip Rally: The Bottleneck Nobody's Pricing
AI-chip stocks added ~$2tn in 2026 and the SOX is up 104%, but HBM, packaging and power bottlenecks do not clear before 2028.















