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Owning the AI trade felt like genius, until the financing model collapsed and exposed what was really holding it together. This week's Oracle breakdown reveals exactly how human psychology creates exploitable market patterns—and why disciplined investors profit when crowds panic. This video breaks down the systematic opportunities emerging from December's AI unwind, Fed policy confusion, and sector rotation. You'll learn how theological anthropology and Stoic philosophy reveal predictable market inefficiencies, why mega-cap tech concentration is finally being repriced, and how to position for dispersion when liquidity-driven rallies transition to earnings-driven grinds. We analyze Oracle's ten-billion-dollar data center collapse, the Fed's contradictory policy signals, and the technical patterns signaling methodical distribution across semiconductor stocks and AI infrastructure plays. Enjoy. LINKS: 💬 Join the Community / discord 📊 Daily Market Insights https://x.com/daniel_ayalajr 📧 Weekly Newsletter https://leyyoninvestments.com/newsletter 🔗 All Resources https://linktr.ee/danielayalajr TOPICS COVERED: • The Oracle Collapse That Exposed the AI Financing Illusion • Why Cognitive Dissonance Resolution Triggers Synchronized Exits • The Fed's Three-Way Split That Signals Policy Without Consensus • How Eight Stocks Hit Highs While the Index Fell One Percent • The Rotation That Punishes Leverage and Rewards Cash Flow • Why Micron's Earnings Beat Couldn't Lift the Semiconductor Complex • The Stoic Framework for Profiting From Certainty's Expensive Price • How Dispersion Replaces Concentration When Liquidity Fades #trading #investing #AIstocks #marketpsychology #thefinals #fpsgaming #discipline #stoicism