Uploaded March 2026 | Updated September 2026, 2 weeks ago
AI could be shifting what’s valuable in the economy.
For decades, intellectual property and software scaled with huge ROI, which is why tech dominated. If AI commoditizes parts of that, the scarce bottlenecks become the physical layer: energy, copper, mining, plant and equipment.
If the tape keeps rewarding real-asset inputs and capex-heavy winners, the regime is flipping. If tech leadership reasserts and the physical layer fades, it was a false start.
Want the CMR framework for tracking this AI rotation through leadership and participation? Link in our profile.
#CrowdedMarketReport #COT #RiskManagement #PriceAction #AI #Rotation #Leadership #Commodities #Copper #Mining #EnergyMarkets #Capex #MarketSentiment #macrotrading
💡whop.com/c/market-recap-membership/ytmr You can now join our premium YouTube membership (member-only market recap videos and COT charts on Stocks, Crypto) [Requires Discord Account]
🧠 crowdedmarketreport.com Learn more about Jason and the CMR Community
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Watch now as Jason Shapiro provides powerful insights into his unique price action trading strategies and contrarian approach to reading trader positioning charts across the stock market, futures, and currencies. We’ll explore the exact methods Jason uses—as a successful trader and featured Market Wizard—to fade crowded positioning, navigate extreme volatility, and identify high-reward/low-risk opportunities by watching the tape. Learn how to ignore the "fake narratives" and focus on the news failures and positioning data that actually move the needle in today’s markets.
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NOT FINANCIAL ADVICE. FOR EDUCATIONAL PURPOSES ONLY Disclaimer: CMR Publishing LLC dba Crowded Market Report (CMR) is a content provider and publisher and is not a registered with the Commodity Futures Trading Commission (CFTC) as a commodity trading advisor (CTA) or in any other capacity. CMR is exempt from registration as a CTA under CFTC Regulation 4.14(a)(9) because CMR does not direct client accounts and does not provide commodity trading advice based on, or tailored to, the commodity interest or cash market positions or other circumstances or characteristics of any particular client.
Jason Shapiro, one of the principals of CMR, is also listed as a principal and is registered as an associated person of JS Trading LLC, a registered CTA and member firm of the National Futures Association. Any materials and information presented through CMR is solely the responsibility of CMR. JS Trading LLC disclaims all responsibility for such materials and information.
By accessing CMR websites and/or using CME products and services, including without limitation any and all content available on or through any platform where CMR posts content, you understand and agree that the material provided in CMR products, services and content is for informational and educational purposes only, and that no mention of a particular commodity futures or other financial instrument in any CMR product, service or service contents a recommendation to buy, sell, or hold that or any other commodity future or other financial instrument, or that any particular commodity future or financial instrument, portfolio of commodity futures or financial instruments, any specific transaction or investment strategy is suitable for any specific person. Remember, the risk of loss in trading commodity futures contracts can be substantial. You should, therefore, carefully consider whether such trading is appropriate for you in light of your circumstances and financial resources.
PAST PERFORMANCE IS NO GUARANTEE OF FUTURES RESULTS
AI could be shifting what’s valuable in the economy.
For decades, intellectual property and software scaled with huge ROI, which is why tech dominated. If AI commoditizes parts of that, the scarce bottlenecks become the physical layer: energy, copper, mining, plant and equipment.
If the tape keeps rewarding real-asset inputs and capex-heavy winners, the regime is flipping. If tech leadership reasserts and the physical layer fades, it was a false start.
Want the CMR framework for tracking this AI rotation through leadership and participation? Link in our profile.
#CrowdedMarketReport #COT #RiskManagement #PriceAction #AI #Rotation #Leadership #Commodities #Copper #Mining #EnergyMarkets #Capex #MarketSentiment #macrotrading
💡whop.com/c/market-recap-membership/ytmr You can now join our premium YouTube membership (member-only market recap videos and COT charts on Stocks, Crypto) [Requires Discord Account]
🧠 crowdedmarketreport.com Learn more about Jason and the CMR Community
-------------------------------------------------------------------------
Watch now as Jason Shapiro provides powerful insights into his unique price action trading strategies and contrarian approach to reading trader positioning charts across the stock market, futures, and currencies. We’ll explore the exact methods Jason uses—as a successful trader and featured Market Wizard—to fade crowded positioning, navigate extreme volatility, and identify high-reward/low-risk opportunities by watching the tape. Learn how to ignore the "fake narratives" and focus on the news failures and positioning data that actually move the needle in today’s markets.
-------------------------------------------------------------------------
NOT FINANCIAL ADVICE. FOR EDUCATIONAL PURPOSES ONLY Disclaimer: CMR Publishing LLC dba Crowded Market Report (CMR) is a content provider and publisher and is not a registered with the Commodity Futures Trading Commission (CFTC) as a commodity trading advisor (CTA) or in any other capacity. CMR is exempt from registration as a CTA under CFTC Regulation 4.14(a)(9) because CMR does not direct client accounts and does not provide commodity trading advice based on, or tailored to, the commodity interest or cash market positions or other circumstances or characteristics of any particular client.
Jason Shapiro, one of the principals of CMR, is also listed as a principal and is registered as an associated person of JS Trading LLC, a registered CTA and member firm of the National Futures Association. Any materials and information presented through CMR is solely the responsibility of CMR. JS Trading LLC disclaims all responsibility for such materials and information.
By accessing CMR websites and/or using CME products and services, including without limitation any and all content available on or through any platform where CMR posts content, you understand and agree that the material provided in CMR products, services and content is for informational and educational purposes only, and that no mention of a particular commodity futures or other financial instrument in any CMR product, service or service contents a recommendation to buy, sell, or hold that or any other commodity future or other financial instrument, or that any particular commodity future or financial instrument, portfolio of commodity futures or financial instruments, any specific transaction or investment strategy is suitable for any specific person. Remember, the risk of loss in trading commodity futures contracts can be substantial. You should, therefore, carefully consider whether such trading is appropriate for you in light of your circumstances and financial resources.
PAST PERFORMANCE IS NO GUARANTEE OF FUTURES RESULTS
