...another expression of the jitters around AI, inventory, capex and increasingly competitive economics across the stack
ZeroHedge Reads
Alt-Market
AntiWar.com
Bitcoin Magazine
Bombthrower
Consensus themes crushed, China controls over AI, and Crack spreads vs Crude...
...generative AI is no longer the science project... It is the P&L...
Regardless of your view on how much lower oil can fall, the key part is the shift in distributions and the reduction in tails for…
"...the more durable expression is lower dollar rather than structurally lower rates..."
It can be easy to forget just how dominant a stock Nvidia is...
Correlations to Brent are back at the highs... making for a very hard trading environment where conviction is hard to find...
