$NVDA CEO’s China visit highlights strong, persistent AI demand, despite regulatory hurdles over the H200 chip 引用4.
Elon Musk forecasts space as the most cost-effective location for AI compute within two to three years, integrating orbital compute into the space economy 引用7.
Energy is the bottleneck for AI. Morgan Stanley predicts a 44 GW U.S. power shortfall by 2028. Nuclear solutions like $SMR and $UUUU are key 引用9.
Bernstein anticipates a massive copper shortage by 2027, coinciding with AI infrastructure scaling. AI’s electricity demand, and thus copper dependency (a single $NVDA Blackwell rack pulls ~130 kilowatts), drives this 引用16.
The future of work in an agentic AI world sees agents as workers, and “systems of record” evolving into managers, dictating permissions and ensuring control 引用18.
Rick Rieder’s probability of becoming Fed Chair surged to 54% (from 4% YTD) on Polymarket, outpacing Warrsch (31%), following Trump’s endorsement 引用1.
The eroding trust in the dollar, ballooning deficits, and global easing underpin hard assets as resilient cornerstones 引用2.
The US Dollar closed at new 6-month lows, reflecting clear technical support and resistance levels 引用5.
Trump threatens 100% tariff on Canadian goods for a China trade deal, marking a return to the “tariff playbook” just 8 days after Canada announced a “strategic partnership” with China 引用11.
Trump’s contradictory stance on Canada-China trade within 8 days—first encouraging a deal, then threatening a 100% tariff—shows policy inconsistency 引用13.
A tumultuous 2026 (Venezuela, Fed, EU tariffs, Canada tariffs) defines this as “the most tradable market in history” 引用17.
S&P 500 ($SPX) recording two straight weekly declines for the first time since June historically presages an average +10.6% gain over the subsequent 6 months 引用6.
Advise against limiting stock searches to the U.S., emphasizing global diversification 引用8.
Prediction markets are illiquid, “glorified penny stocks with worse odds,” and not innovative investment tools 引用10.
The “Great SaaS Meltdown” has commenced, signaling an irreversible industry shift 引用15.