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“Demand for AI compute is way higher than expected, everyone is getting smoked on cloud usage as agents try to actually do things.”
Source
Felix JauvinYouTube“Market Structure is Distorting Reality as Inflat…”46:58
“this is the GPU rentals, slide 45. Like we're clearly in some sort of secular growth in AI. Like there's no doubt about it... But look at the demand for this stuff. I mean, it's your GPUs or rentals are rising”
Performance
Entry$176.24
Current$194.83
Since call+10.55%
Confidence72%
How this was scored
Entry$176.24Apr 3, 2026 · 07:00 UTC · paste.trade
Resolution$194.86Jul 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.