Yields, AI, and Power

The market keeps trying to trade AI in isolation. It can't. Rates, oil, power capacity, and regulation are all feeding back into the same risk equation now.Rates and the FedStocks now move with bondsAI rally concentrationNVIDIA and the semiconductor bottleneckAI compute meets the power wallOil and geopoliticsWhere rotation is showing upEnterprise AI, cybersecurity, and capital marketsWhat to watch nextThis podcast was created with Podkey. Make your own at https://podkey.fm

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