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 |
|---|---|---|---|---|---|
| Issues | 528 | Founded | 4 years ago | Last Issue | 9 days ago |
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suijeneris.substack.comLatest Issues
A Welcome Pullback for the AI Trade
Massive Tech Earnings Should Resume the AI Trade after Consolidation/Digestion
Recap ✅ The market indeed rotated but no one predicted the magnitude of the rotation from semiconductors to memory stocks. However, the AI growth story, thesis,...
Token Optimization, IaaS, and Sovereign AI + Cloud
Infrastructure as a Service (IaaS) Showdown: Oracle OCI vs AWS, Azure & Google Cloud
Recap ✅ The AI TINA (There Is No Alternative) trade has been happening since OpenAI launched ChatGPT but I believe it will likely get even worst as invest...
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
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Authors
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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