PremiumThe Extraordinary Assumption Behind The AI Trade
Authored by Simon White, Bloomberg macro strategist,
Expectations for almost limitless compute demand are driving the AI trade, leaving it with a core vulnerability.
ZeroHedge Reads
- Alt-Market
- AntiWar.com
- Bitcoin Magazine
- Bombthrower
- BULLIONSTAR
- Capitalist Exploits
- Christophe Barraud
- Dollar Collapse
- Dr. Housing Bubble
- Financial Revolutionist
- ForexLive
- Forum Geopolitica
- Gains Pains & Capital
- Gefira
- GMG Research
- Gold Core
- Implode-Explode
- Insider Paper
- Libertarian Institute
- Liberty Blitzkrieg
- Max Keiser
- Mises Institute
- Mish Talk
- Monetary Metals
- Newsquawk
- Of Two Minds
- Oil Price
- Open The Books
- Peter Schiff
- Portfolio Armor
- QTR’s Fringe Finance
- Safehaven
- Slope of Hope
- SpotGamma
- TF Metals Report
- The Automatic Earth
- The Burning Platform
- The Economic Populist
- Themis Trading
- Thoughtful Money
- Value Walk
- Visual Combat Banzai7
- Wolf Street
Expand
Premium