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AI Macro Nexus Research

AI Macro Nexus Research:

How to Hedge AI: Speed Crashes, Debasement, and the Bitcoin Connection

Jordi Visser August 9, 2026 8:30 AM

No Amount Will Ever Be Enough: The Math Behind Hyperscaler CapEx

Jordi Visser August 3, 2026 1:11 PM

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

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