AI Buildout and Market Strain

This market still wants one thing above all else: more compute. That demand is lifting chips, power, cybersecurity, and mega financing, while also pushing valuations, liquidity, and market structure into much riskier territory.AI infrastructure racePower bottlenecks and beneficiariesSemis: strong fundamentals, stretched tapeTokens, spending discipline, and ROICybersecurity remains a direct winnerSpaceX IPO and supply riskEuphoria, oil, and liquidity stressMarket structure risks to watchThis podcast was created with Podkey. Make your own at https://podkey.fm