Connecting the Dots: Aggregate Fintwit Intelligence, Options Flow, Technical Analysis, Fed Macro
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Emerging Narrative: AI Monetization Paradox Risk to the Credit Layer
What if intelligence becomes abundant faster than humans can consume it?
Recap ✅ Compute, Memory, and Power are key stocks to own if the market corrects. Back on Aug 27th, after Nvidia’s extremely strong earnings, I sent the below msg to S...
The K-shaped Stock Market is Accelerating
AI concentration is driving the divergence--expect it to become even more extreme
Recap As I have been pounding the table on over the past 2 years—my highest long-term conviction remains AI compute + memory.
Hawkish Goldilocks Is Breaking the Market in Two
It’s the TINA trade for ai
Recap ✅ TINA (There Is No Alternative) for the AI trade is in full swing
Why Memory is Going to Keep Winning
Hi all, just want to send a quick post to string together previous Substack posts as the narratives are playing out
TINA has been happening and it couldn’t be more obvious than this month—the market is heavily concentrated into AI and...
The AI Boom Is Becoming a Credit Cycle
The risk is that the financing structure becomes more fragile as the buildout scales.
Recap ✅ I talked HERE on Aug 30th:
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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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