Trump is furious! He’s blasting the Silicon Valley left-wing big shots on social media, calling them lunatics and traitors. The AI giants in Silicon Valley—OpenAI, Google, Amazon, etc.—except for Musk’s xAI, have all sided with Anthropic, openly opposing the U.S. Department of Defense’s efforts to weaponize AI. The reason these Silicon Valley left-wing big shots are no longer bowing down to Trump is that they hold two cards: first, control over the distribution of political donations for the midterm elections; second, leveraging the AGI narrative to go crazy with fundraising ➕ issuing debt—they’ve reached a “too big to fail” status. The war between Trump and the Silicon Valley left-wing big shots has added yet another massive uncertainty to the U.S. stock market. Smart money is starting to sell off core U.S. assets and buy U.S. Treasury bonds as a safe haven. Nvidia is being sold off, Apple is being sold off, and the 10-year yield has dropped below 4%. When the gods fight, us mere mortals suffer. Sigh, when will we ever see peaceful times again?