Hantavirus and the AI Trade

One story is about a virus with a long fuse and a brutal clinical turn. The other is a market with a very short fuse, being pulled higher by a handful of AI names while energy, inflation, and the consumer all threaten to cut across it.Hantavirus monitoring windowHantavirus treatment focusAI rally and concentration riskMemory boom and the AI build-outData-center strain and commodity spilloversAI jobs and deployment moneyOil shock, consumers, and ratesWhat to watch nextThis podcast was created with Podkey. Make your own at https://podkey.fm