Our move is still in progress (boy is it ever!), but I have a desk, a computer and an interim internet connection. All that’s missing is home cooked food and something other than my desk chair to sit on. But it feels good to plug back in.
Some call it a bubble. I call it a mania. But I also call it real and growing. AI, Semi and the Hyperscalers, that is. As such it is and has been in the NFTRH coverage range (interested in the picks ‘n shovels rather than the models), considering I hold positions and am looking to add more. Again, this ain’t no exclusive gold bug service, though I consider myself a bug.
So MacroMicro came along this morning with its extensive weekly preview. I don’t read it all because I’m already covering some areas it touches upon (e.g. Fed, inflation), and because others are outside of my current focus. But these blurbs on AI/Hyperscalers/Semis are relevant, consider the uproar last week about CapEx.
I recommend MacroMicro if you’ve got interest in global AI and more general macro data.
