The tech rally is taking a breather as Nvidia and AMD slide, leaving investors wondering if fear is finally overtaking greed. Today, Quinn Thompson, Founder and CIO of Lekker Capital and author of Lekker Insights, joins Maggie Lake on Talking Markets to break down why he sees extreme tech crowding potentially reaching a dangerous tipping point. Quinn explains how a fragile bond market, a volatile USD/JPY, and a widening K-shaped economic fracture threaten mega-cap equities. He also shares his playbook for the ultimate market rotation, laying out the macro case for long-dated oil and the booming uranium complex.For more from Quinn: https://www.lekkercapital.com/ Please support us on Substack: https://themarkethouse.substack.com Connect with us on Twitter: https://x.com/the_markethouse

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