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“AI is causing its own inflation, hundreds of billions in capex slamming into a dilapidated grid and hardware shortages, not the disinflation the Fed wants to bet on.”
Source
Steve HouYouTube“The AI Bubble Is Widely Misunderstood | Steve Ho…”36:58
“I'm quite skeptical of this argument that we should preemptively justify rate cuts on the anticipation, unproven anticipation that AI was going to have this miraculous and dramatic impact on inflation.”
Performance
Entry$85.83
Current$85.51
Since call+0.37%
Confidence72%
How this was scored
Entry$85.83Apr 29, 2026 · 19:13 UTC · paste.trade
Resolution$85.53Jul 3, 2026 · 14:56 UTC · resolve-claims-cron
Horizonnot specifiedparsed as default-30d
Verdict bandWIN ≥ +2% · LOSS ≤ −2%
ResolvedJul 3, 2026 · 14:56 UTC
Prices are point-in-time snapshots from the named provider. The verdict compares the return since entry against the band above.