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AI Macro Nexus Research

AI Macro Nexus Research:

Your CapEx Is My Opportunity: The Benchmark Arbitrage of the AI Buildout

Jordi Visser May 4, 2026 12:56 PM

Your Capex is My Opportunity: The AI Capex Cycle Has Replaced the Old Economy Business Cycle

Jordi Visser May 3, 2026 8:30 AM

The Edge Awakens: Why Power Semiconductors Are the Next Scarcity Trade

Jordi Visser April 27, 2026 7:45 AM

The Edge Awakens: Why the Physical AI Upgrade Is Still in the First Inning

Jordi Visser April 26, 2026 8:30 AM

When AI Costs Start Looking Like Labor Costs

Jordi Visser April 20, 2026 8:45 AM

All Time Highs Built On A Compute Shortage

Jordi Visser April 19, 2026 8:30 AM

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