This was not the week bulls were hoping for.

• IBM collapses 13% after an Anthropic AI announcement
• $31 billion erased in a single session
• Nvidia drops despite a historic quarter
• January PPI explodes higher
• Mega-cap tech rolls over
• Energy, Industrials, and Materials surge

The market has made a decision:
The era of paying any price for AI adjacency is over.

This isn’t noise.
This is regime change.

In this recap, Mark Malek (Founder of Wall Street Truthbombs & CIO at Siebert Financial) breaks down:

1️⃣ AI disruption shifting from labor to tech itself
2️⃣ The most concentrated market unwind in a generation
3️⃣ Inflation data that may keep rates higher for longer

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