Best of X, Macro, & Flows Analysis & Forecasts
Jeff "SuiJeneris" ChauConnecting the Dots: Aggregate Fintwit Intelligence, Options Flow, Technical Analysis, Fed Macro
| Platform |  | Pricing | Freemium | Publishes | Weekly |
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| Issues | 526 | Founded | 4 years ago | Last Issue | 9 days ago |
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suijeneris.substack.comLatest Issues
The AI Cost Crisis: AI Becoming Memory Bound instead of Compute Bound
- Kevin Warsh and Fed's Credibility
Recap ✅ This forecast below still applies from June 13th’s substack:
Fed's Warsh Era Means Large Data-Driven Market Swings
The increasing concentration into AI picks & shovels
52-Week Highs & Lows Summary
The Anthropic Shock: Why Every Country May Now Build Its Own AI Factory
Sovereign AI: The Geopolitical Buildout Accelerating Trillions in Infrastructure Spending
Why Sovereign AI Will Accelerate
The AI Cost Narrative to Eventual Sovereign AI Narrative
The U.S. government treats frontier AI models as strategic assets
Recap ✅ We should have a tradeable bottom coming up—below was my Forecast from last week’s June 7th Substack post:
The AI Cost Narrative Has Emerged
Accountability to the AI Bill is Coming Due
Recap ✅ I called a Market Rotation 3 weeks ago on May 17th:
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The writers behind this newsletter.
Not financial advice. Best of Fintwit (trading) + Macro Thoughts (investing). Student of markets and analyst. B.S. Applied Economics & Management, Cornell University
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