We're about to find out.
| | Amazon's spending $200 billion on AI infrastructure this year. Microsoft's at $140-150 billion. Google's somewhere between $175-185 billion. | Add it up and you're looking at over half a trillion dollars being deployed into technology that doesn't have a clear return timeline yet. | Not "might not work." Just... nobody knows WHEN it works at scale. | And that uncertainty is showing up everywhere. | Tech stocks are compressing. AppLovin down 19.7% in a single session. AMD off 15%. The software index is down 18.6% year-to-date. Not because AI is fake, but because the market's realizing that massive capital deployment without immediate returns means waiting. | And markets hate waiting. | Here's what makes this moment interesting though. | While public markets are repricing everything based on "when do we see ROI?"... the actual infrastructure build is accelerating. Big Tech isn't pulling back. They're doubling down. | Which means the tools, platforms, and capabilities that emerge from this spend are coming whether the market's ready to price them correctly or not. | And when they DO show up, there's going to be a scramble. | People will want access. They'll want training. They'll want to understand how to use what just got built. | That's why this 10-year anniversary credit matters more than it looks like on the surface. | You can lock in $2,000 in TheoTRADE buying power for $1,000 before Monday midnight. | Use it on anything we offer now or anything we build as these tools roll out. | Because I can promise you this: when the next wave of AI-integrated trading platforms, data tools, and market intelligence systems hit the market, they won't be cheap. And the people who already have credit banked? | They'll just deploy it. | Everyone else will be making budget decisions in real time. | ⇒ Lock in your doubled credit here (first 100 only, ends Monday midnight) | The biggest companies in the world are spending half a trillion on infrastructure that doesn't have a clear payoff timeline. | You can position for what comes next with $1,000. | Seems like a reasonable hedge to me. | To your success, | Don Kaufman | P.S. Offer closes Monday at midnight. Limited to first 100 credits. After that, full price and no 2X. | |
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