A $1 Trillion Chip Rout Draws Billions Into Leveraged ETF Bets
THE SO WHAT
A $1 trillion drawdown in chip names pulling billions into 3x leveraged ETFs is a sign that retail and fast money still see AI hardware as a volatility trade, not a stable utility. If your roadmap depends on GPU pricing or availability, treat this as a reminder that capital markets can whipsaw your input costs faster than your contracts can adjust.
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