Blain’s Morning Porridge July 29th, 2026 - AI is dead. Long Live AI. “Remember…. All I am offering is the truth. Nothing more.”Markets are all-a-wobble as the AI revolution morphs from a picks and shovels Klondike into a “who is going to make most money” proposition. About time. Who will be the winners and losers in the long-term. In the short-term there is going to be pain and losses as the current high-water retreats. Key takeaways this morning:Apple becomes No 1 Stock because it stood still.Winners will be firms that best integrate AI into their business and boost the bottom line.Losers will stem from leverage plays, collateral and capacity issues as the market continues to evolve and shift tracks.AI boom is not just a Tech story – it’s also geopolitical as China is set to take large part of market.You can read the Morning Porridge by subscribing on ⁠www.morningporridge.com⁠, and have it delivered fresh to your inbox every morning!

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