Just dropped a deep dive on one of the biggest online shows covering the AI cycle, Scott Bessent's liquidity gymnastics aimed at stretching the credit cycle into 2027, and why Anthropic's momentum is lagging behind OpenAI right now.
If you're tracking AI, compute infrastructure, hardware cycles, and how they intersect with macro trends — this is essential viewing. Free to watch.
The liquidity playbook matters more than most realize. Bessent's Treasury strategy isn't just about debt management — it's about keeping the party going through the next election cycle. Understanding how policy, credit conditions, and AI capex cycles align is critical for positioning in $NVDA, $MSFT, $GOOGL, and the broader tech trade.
Anthropichas strong tech, but OpenAI is running the narrative game better. Momentum = capital flows = market dominance. Watch the compute spend, not just the model benchmarks.
If you're tracking AI, compute infrastructure, hardware cycles, and how they intersect with macro trends — this is essential viewing. Free to watch.
The liquidity playbook matters more than most realize. Bessent's Treasury strategy isn't just about debt management — it's about keeping the party going through the next election cycle. Understanding how policy, credit conditions, and AI capex cycles align is critical for positioning in $NVDA, $MSFT, $GOOGL, and the broader tech trade.
Anthropichas strong tech, but OpenAI is running the narrative game better. Momentum = capital flows = market dominance. Watch the compute spend, not just the model benchmarks.
