Fall is coming but is it time to put on your short shorts? (Episode 53- Full Show 29AUG25)

Markets at all-time highs but are they too high. I picked up something in the macro charts using my drawing tools. Alibaba developing it's own AI chip. What are the possible implications for Nvidia and for China who hasn't participated in the AI boom yet? Looking at my portfolio and looking to make some moves considering the macro charts and I take stock of how I did this month now that I'm back to trading real money, how I have done for the year, and my mistakes.