Wall Street wants you to believe yesterday’s tech bloodbath is just about “AI spending concerns.” They’re dead wrong.Nvidia and Oracle stocks plummeted for the second straight day, sending shockwaves through the NASDAQ. Financial journalists scrambled to explain the selloff with their usual surface-level analysis. “Investors are worried about AI investment sustainability,” they proclaimed. “Oracle’s $300 billion OpenAI deal has people spooked about client concentration risk.”But here’s what Wall Street is n ...