DJ || I'M DANTSU FLAME!!|| 🐎🔥|| → CapU

🚨 Something is happening in China and it’s a fucking DISASTER… China's AI stocks were 42% of their entire stock market. 42% of ABSOLUTELY EVERYTHING. Those stocks are down 40% since June. $3.5 trillion GONE. Reuters used the word "burst" this week. Even after dropping 40%, the STAR50 still trades at 100x earnings. It was at 250x. The Nasdaq 100 is at 30x. The crash didn't make China cheap, it simply made it less insane. Morgan Stanley says another 10 to 15% to go. Unitree's IPO was 8,000x oversubscribed in August. Halved since. MetaX and Moore Threads were up 700% and 400% on their debuts. Both halved since July. CXMT lost a quarter of its value in a month. Washington is also moving to ban two of China's biggest optical suppliers from US data centers. Those two are down 60%. Chinese blue chips are in a bear market and the market is now trailing the US by the widest margin ever recorded. The Nasdaq is down 6% from its high. China already found out what happens when nearly half your market is one trade. But guess what? We haven’t. I've been an investor for more than 10 years, and I share all my moves in The Assembly, my private investing community with 3,700+ members. If you're serious about investing, join today so you don't miss my next move. The link is in my bio. If you don't join, you will regret it later…