Back

AI Macro Nexus Research

AI Macro Nexus Research:

Why Buying “Cheap” Software Is the New AI Bubble Trade

Jordi Visser January 20, 2026 7:30 AM

Semis vs Software Is Breaking the Concentrated Market (Scarcity vs Abundance)

Jordi Visser January 18, 2026 8:30 AM

The Machine Economy: Why AI Agents Need New Money

Jordi Visser January 15, 2026 8:40 AM

The Power Constraint: How AI’s Next Phase Rewrites Infrastructure Economics

Jordi Visser January 12, 2026 10:33 AM

Data Center Delays Are the 2026 Market Risk (Not an AI Bubble)

Jordi Visser January 11, 2026 8:30 AM

The Opus 4.5 Inflection Point: When AI Crossed the Threshold

Jordi Visser January 7, 2026 9:31 AM

Passion, Integrity, Excellence, Collaboration.

Invest intelligently with 22V Research.

Click here to become a client and access our research.