The Trade That Could Define 2026 (What Everyone Is Missing)

Описание: Check out Mark Stein's Full Article Here: https://substack.com/home/post/p-1746...


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This week, nearly $1 trillion was wiped out from tech stocks as investors panicked over a new AI release from Anthropic and rising AI spending across Big Tech. But by Friday, the market had already staged a full recovery—leaving everyone wondering what really just happened.

Was this sell-off truly about a single AI feature? Or is there something much bigger unfolding beneath the surface?

In this video, we break down:

The Anthropic AI release that shook software stocks

Why Big Tech’s massive AI spending spooked investors

Amazon’s $200B AI investment and what it signals

The debate around whether AI is a growth story—or a deflationary force

The overlooked sectors that could become the biggest investing opportunity of 2026

If AI is pushing software prices toward zero, the real winners may not be software companies at all. The money is flowing somewhere—and it might be into the physical world: energy, infrastructure, materials, and chips.

This is a deep dive into the AI sell-off, the capital cycle behind it, and what it could mean for your portfolio going forward.

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