Winner Take All (Part 2) – The Coming US AI Tech Jubilee
Special Situation series
Winner Take All (Part 1) – Why Market Thinks Big Tech Is Recession Proof
In this special situation video (based on the original client post July 31, 2025), Samantha LaDuc explains why AI has become more important to markets than Federal Reserve rate cuts.
She breaks down how AI-driven capital spending is now adding more to GDP than consumer spending, even as U.S. consumption slows.
Samantha also highlights the political incentives behind promoting AI and crypto, the risks of misallocated capital, and why China’s approach to AI as infrastructure could give it a long-term advantage.
The discussion puts today’s AI boom, Fed policy, and U.S.–China rivalry into a big-picture context for traders and investors.
This is Samantha LaDuc's AI avatar, but the market analysis is real and was created without AI. All financial research in this video has been submitted to LaDucTrading.com clients before it's made public.
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