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Big Tech is hiding $1.65tn in off-balance-sheet AI debt
(thenextweb.com)
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this post was submitted on 21 Jul 2026
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I’m hedging, mostly with Berkshire Hathaway stock, some agriculture, and a few others that historically perform well in recessions.
I would not touch S&P 500 with a ten foot pole. It’s all wrapped up in Big Tech.
I don’t like shorts; you can’t predict when the drop will hit, so you’re just burning cash betting against growth until then.
I don’t like commodities either. As Buffet said, a big block of gold doesn’t do anything; a factory or farm does.