[
  {
    "topic": "Bitcoin",
    "sentiment": "bearish",
    "confidence": 0.7,
    "mentions": 4,
    "notes": "Disappointment about not reaching $250K by Christmas, frustration with October performance, rebounded $1300 after dropping, ranked #3 on performance list behind IBIT"
  },
  {
    "topic": "AI Infrastructure Investment",
    "sentiment": "bullish",
    "confidence": 0.9,
    "mentions": 15,
    "notes": "Massive capital flows into AI, Nvidia at $5T market cap, XAI $10B funding at $200B valuation, OpenAI trillion-dollar IPO plans, unprecedented infrastructure buildout"
  },
  {
    "topic": "Nvidia",
    "sentiment": "bullish",
    "confidence": 0.95,
    "mentions": 6,
    "notes": "Hit $5 trillion market cap, went from $4T to $5T in just 78 days, strategic deal with OpenAI including loans and GPU guarantees"
  },
  {
    "topic": "Tesla/Autonomous Vehicles",
    "sentiment": "bullish",
    "confidence": 0.9,
    "mentions": 8,
    "notes": "Cybercab going global, 99% probability of full autonomy by Christmas, 81,000 H100 GPUs, version 14.1.4 FSD breakthrough, outperformed with +75% annual return"
  },
  {
    "topic": "Tech Stock Performance",
    "sentiment": "bullish",
    "confidence": 0.85,
    "mentions": 10,
    "notes": "All major AI plays beat S&P 500 (18% avg): Tesla +75%, Google +59%, Nvidia +43%, Meta +30%, Microsoft +27%, Amazon +22%"
  },
  {
    "topic": "AI Profitability Concerns",
    "sentiment": "bearish",
    "confidence": 0.8,
    "mentions": 7,
    "notes": "Hyperscalers burning cash, Meta free cash flow dropped 53%, OpenAI losing $50B annually, big tech spending $70B capex for only $3B revenue, sustainability questions"
  },
  {
    "topic": "Market Conditions",
    "sentiment": "neutral",
    "confidence": 0.6,
    "mentions": 5,
    "notes": "Markets tanking despite rate cuts and China deal, 30% bear market probability vs 70% bull continuation, October disappointment, November historically strong"
  }
]