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AI Macro Nexus Research

AI Macro Nexus Research:

Situational Awareness, Hyperscaler Earnings and Warsh: A Bottom for AI Stocks?

Jordi Visser August 2, 2026 8:30 AM

AI Market Update Video

Jordi Visser July 29, 2026 7:27 AM

Short-Term AI Fear, Long-Term Compute Scarcity

Jordi Visser July 26, 2026 8:30 AM

New AI Video Market Update

Jordi Visser July 21, 2026 1:56 PM

Kimi K3 and QE for the Mind: Jevons Paradox Comes to Intelligence

Jordi Visser July 20, 2026 1:26 PM

AI’s Speed Crash: The Structural Bull Market Isn’t Over

Jordi Visser July 19, 2026 8:30 AM

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