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• Best of X, Macro, & Flows Analysis & Forecasts

  Connecting the Dots: Aggregate Fintwit Intelligence, Options Flow, Technical Analysis, Fed Macro

  10 posts · theirs

Lately

• The Market is Transitioning to AI Economics

  Best of X, Macro, & Flows Analysis & Forecasts · 2026-08-10

• The Market Wants Proof that AI Capex is not a Liability but a (future) Asset

  Best of X, Macro, & Flows Analysis & Forecasts · 2026-07-27

• A Welcome Pullback for the AI Trade

  Best of X, Macro, & Flows Analysis & Forecasts · 2026-07-19

• Token Optimization, IaaS, and Sovereign AI + Cloud

  Best of X, Macro, & Flows Analysis & Forecasts · 2026-07-05

• The AI Cost Crisis: AI Becoming Memory Bound instead of Compute Bound

  Best of X, Macro, & Flows Analysis & Forecasts · 2026-06-28

• Fed's Warsh Era Means Large Data-Driven Market Swings

  Best of X, Macro, & Flows Analysis & Forecasts · 2026-06-21

• The Anthropic Shock: Why Every Country May Now Build Its Own AI Factory

  Best of X, Macro, & Flows Analysis & Forecasts · 2026-06-14

• The AI Cost Narrative to Eventual Sovereign AI Narrative

  Best of X, Macro, & Flows Analysis & Forecasts · 2026-06-13

• The AI Cost Narrative Has Emerged

  Best of X, Macro, & Flows Analysis & Forecasts · 2026-06-07

• Riding the Software Rotation into the June Cooldown

  Best of X, Macro, & Flows Analysis & Forecasts · 2026-05-31

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