AI Capex Cuts and Retail Bubble Pops: The Start of a Factor Shift Jordi Visser November 16, 2025 8:37 AM
CoreWeave’s Warning: When AI Demand Meets Infrastructure Reality Jordi Visser November 13, 2025 12:07 PM
No Dark GPUs, No Bear Market: The AI Cycle Meets the Bitcoin IPO Jordi Visser November 9, 2025 8:30 AM
QE for the Mind: How Artificial Intelligence Is Flooding the Economy with Intelligence Liquidity Jordi Visser November 3, 2025 3:45 PM
The New QE Is AI: Capex Surges, Labor weakens, DRAM Shortages, and Margin Supercycles Jordi Visser November 2, 2025 8:30 AM
THE FUTURE OF LABOR: AI, INCENTIVES, AND THE END OF WORK AS WE KNOW IT Jordi Visser October 28, 2025 11:25 AM
