# regime shift (blogs) — RSS Amplifier

Recent posts from the 1 feeds in the RSS Amplifier directory that cover regime shift.

Page: <https://rssamplifier.com/topics/regime-shift/blogs>  
Feed: <https://rssamplifier.com/topics/regime-shift/blogs.md>

---

## [The Market is Transitioning to AI Economics](https://suijeneris.substack.com/p/the-market-is-transitioning-to-ai)

_2026-08-10 · Best of X, Macro, & Flows Analysis & Forecasts_

Companies who prove they can capture revenue growth from the intelligence explosion will be highly rewarded.

## [The Market Wants Proof that AI Capex is not a Liability but a (future) Asset](https://suijeneris.substack.com/p/the-market-wants-proof-that-ai-capex)

_2026-07-27 · Best of X, Macro, & Flows Analysis & Forecasts_

Cost of Capital, Debt, Interest Rates and Yen Trade

## [A Welcome Pullback for the AI Trade](https://suijeneris.substack.com/p/a-welcome-pullback-for-the-ai-trade)

_2026-07-19 · Best of X, Macro, & Flows Analysis & Forecasts_

Massive Tech Earnings Should Resume the AI Trade after Consolidation/Digestion

## [Token Optimization, IaaS, and Sovereign AI + Cloud](https://suijeneris.substack.com/p/token-optimization-iaas-and-sovereign)

_2026-07-05 · Best of X, Macro, & Flows Analysis & Forecasts_

Infrastructure as a Service (IaaS) Showdown: Oracle OCI vs AWS, Azure & Google Cloud

## [The AI Cost Crisis: AI Becoming Memory Bound instead of Compute Bound](https://suijeneris.substack.com/p/the-ai-cost-crisis-ai-becoming-memory)

_2026-06-28 · Best of X, Macro, & Flows Analysis & Forecasts_

+ Kevin Warsh and Fed's Credibility

## [Fed's Warsh Era Means Large Data-Driven Market Swings](https://suijeneris.substack.com/p/feds-warsh-era-means-large-data-driven)

_2026-06-21 · Best of X, Macro, & Flows Analysis & Forecasts_

The increasing concentration into AI picks & shovels

## [The Anthropic Shock: Why Every Country May Now Build Its Own AI Factory](https://suijeneris.substack.com/p/the-anthropic-shock-why-every-country)

_2026-06-14 · Best of X, Macro, & Flows Analysis & Forecasts_

Sovereign AI: The Geopolitical Buildout Accelerating Trillions in Infrastructure Spending

## [The AI Cost Narrative to Eventual Sovereign AI Narrative](https://suijeneris.substack.com/p/the-ai-cost-narrative-to-eventual)

_2026-06-13 · Best of X, Macro, & Flows Analysis & Forecasts_

The U.S. government treats frontier AI models as strategic assets

## [The AI Cost Narrative Has Emerged](https://suijeneris.substack.com/p/the-ai-cost-narrative-has-emerged)

_2026-06-07 · Best of X, Macro, & Flows Analysis & Forecasts_

Accountability to the AI Bill is Coming Due

## [8.1% APY Plus Free Stock (Sponsored)](https://crawlproof.com/a/Ltmb8RGZmAQb)

_2026-06-07 · **Sponsored**_

Claim 8.1% APY and up to $1,030 in SK hynix and Nvidia stock.

## [Riding the Software Rotation into the June Cooldown](https://suijeneris.substack.com/p/riding-the-software-rotation-into)

_2026-05-31 · Best of X, Macro, & Flows Analysis & Forecasts_

Deep conviction call flows remain anchored in the core AI stack, but narrowing breadth and crowded positioning make June a tactical setup