Microsoft just spent $80B on AI. Here's the problem...

Dear Reader, Keith Kaplan here. Microsoft just committed $80 billion for AI infrastructure... Meta's spending $65 billion... Google's all-in on data centers. It's the biggest buildout since the internet itself. And here's what most people don't understand: This is EXACTLY what happens right before every bull market ends. 1999: Telecom spending exploded 8 months before the crash. 2007: Housing construction peaked 11 months before the collapse. 2021: Crypto infrastructure maxed out right before the bottom fell out. The pattern repeats. I recently sat down with Wall Street legend Whitney Tilson, to take a deep look at the market data, and it shows we're entering that window now. But here's the thing: The final surge can create the biggest gains. You just need to know when to exit. Watch our full analysis here   Sincerely,  Keith Kaplan CEO, TradeSmith To ensure that you continue to receive marketing emails from TradeSmith, please add info@exct.tradesmith.com to your address book. If you no longer want to receive marketing emails from TradeSmith, please click here to unsubscribe. If you have any questions, please don't hesitate to contact Customer Service at support@tradesmith.com or by calling 1-866-385-2076. © 2026 TradeSmith, LLC. All Rights Reserved. 1125 N. Charles Street, Baltimore, MD 21201 Terms of Use  |  Privacy Policy  |   Unsubscribe