AI Supply Shock

The market's trying to price two things at once: an enormous AI build-out and the possibility that near-term demand, margins, and liquidity don't support the hype yet. That tension showed up everywhere, from semis and Apple to private credit, oil, and a coming IPO queue that could pull capital out of everything else.AI IPO waveSpaceX pricing and exposure risksAI labs and the profitability problemChip sell-off and the memory bottleneckAI capex and compute demand tempoRotation, concentration, and volatilityApple, housing, and the consumer read-throughOil, new market plumbing, and what to watchThis podcast was created with Podkey. Make your own at https://podkey.fm