According to @Andre_Dragosch, traders should be long scarcity assets such as Materials and Energy because AI-driven abundance is dangerous for code and Tech, supporting a bullish tilt toward BTC as a scarce asset, source: X post by @Andre_Dragosch https://twitter.com/Andre_Dragosch/status/2012771183108805083. The linked X video argues AI will push prices of abundant goods toward zero, driving capital into absolutely scarce assets like Bitcoin, which cannot be reproduced or inflated, source: linked X video https://x.com/BitcoinNewsCom/status/2012583117765083522. This scarcity framework positions BTC as a deflation hedge and implies allocating toward BTC over high-duration tech exposure during AI-led productivity booms, source: linked X video https://x.com/BitcoinNewsCom/status/2012583117765083522.

According to @business, a broad selloff dented high-flying AI trades from Nvidia (NVDA) to Palantir (PLTR), while Apple (AAPL) was left unscathed. Source: Bloomberg (@business), https://www.bloomberg.com/news/articles/2025-11-06/apple-regains-safe-haven-status-as-ai-trade-looks-shakier. Bloomberg characterizes Apple as regaining safe-haven status as the AI trade looks shakier, a relative-strength signal equity traders can track via AAPL versus NVDA and PLTR amid any continued rotation. Source: Bloomberg (@business), https://www.bloomberg.com/news/articles/2025-11-06/apple-regains-safe-haven-status-as-ai-trade-looks-shakier. The report does not reference cryptocurrencies, so no direct crypto market impact is cited. Source: Bloomberg (@business), https://www.bloomberg.com/news/articles/2025-11-06/apple-regains-safe-haven-status-as-ai-trade-looks-shakier.