AI companies just BROKE the global supply chain for every piece of technology you own

And the fallout is way worse than anyone predicted...


Sony is delaying the next PlayStation to 2028 or 2029.

Nintendo is hiking the Switch 2 price mid-cycle.

Apple warned investors that iPhone margins are getting crushed.

Cisco just posted its worst share loss in 4 years.

Oppo is cutting phone shipments by 20%.

Lenovo, Dell, HP, Acer, and ASUS are all raising laptop prices 15-20%.

Samsung is now reviewing memory contracts QUARTERLY instead of annually because prices change too fast to plan.

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