Oil And AI Are Breaking The Middle Class | Weekly Roundup

this ties into the AI trade a lot because what does China have that we don't is they have the power. They can build nuclear reactors faster... we actually are short power here in terms of like we need more power to energize all the models.

this is S&P call volume... stuff like this makes me really, really concerned because it's all a giant, you know, just a giant like gamma trade... at some point, if there's a problem, the reverse is really, really bad.