Now is where people in 21 thought they were the difference is speculative hype to structural necessity which will make it actually sustainable. If you think about it nothing has really changed in technology since the iphone. Ya we may get a couple cute gadgets like wireless headphones or whatever but they keep all the good shit til it's perfected and militarized then slow drip it to the public.. Well it's been SO LONG NOW that we're circled back around to the beginning of what the "experts"(not me) would call a super cycle or "great rotation". I could argue war is being started to facilitate this and move it faster, which is what war does. Look what happened after ww2.
There's a huge push to bring back mfg because we're in a race against the dollar collapse and we don't produce anything but goods and services. Pretty sure it's known what's coming? Buffett's sitting a 400b pile of cash to deploy.
For the record, I think $GTCH is worth BILLIONS IN MC and this is absolute insanity lol
As of late April 2026, institutions are sitting on a historically unprecedented "wall of cash," totaling roughly $7.64 trillion in U.S. money market funds alone. This figure is near the all-time peak of $7.82 trillion reached earlier in the month.This cash pile is massive by historical standards and represents a significant "coiled spring" for the Great Rotation into micro-cap innovation:1. The Historical PerspectiveMassive Growth: The current $7.64 trillion is nearly 30% higher than the levels seen just three years ago in early 2023 ($6.1 trillion).Institutional Concentration: Of this total, $4.57 trillion is held specifically in institutional money market funds.Private Equity "Dry Powder": Beyond liquid cash, global private equity firms are sitting on a record $3.7 trillion to $3.9 trillion in committed but undeployed capital (dry powder) as of early 2026—roughly double the levels seen in 2019.
Valuation Gap: Micro-caps entered 2026 at their largest valuation discount to large-caps in over 30 years.
Capital Flight: With the S&P 500 stalling at record P/E levels, capital is being forced into undervalued micro-caps that offer tangible assets and earnings.
There's much more I could get into beyond that, this is just the tip of the iceberg. I could literally lecture on it all day
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