>>61122952
Given there is a 6 month ticking bomb on rare earths for the west. After that the MAG7 will have to collapse in value. And that Bessent is talking about establishing price floors and more investment. And that a war time effort of expansion and investment may be required in this time frame. The drop is curious.
The western tech sector is now on borrowed time. They either accelerate a 10 year time frame to two or its curtains
