AI infrastructure and sovereign AI
CARRIED ·
THE STANDING IDEAS
Follow a thesis.
Each history keeps the dated reading, the state of the idea, and the next test together.
The Red Sea and Bab el-Mandeb
CARRIED ·
BRICS and de-dollarization
CARRIED ·
Apple and consumer hardware
CARRIED ·
Critical minerals outside China
CARRIED ·
Crude oil and energy infrastructure
UNCONFIRMED ·
Cybersecurity
CARRIED ·
US defense primes
CARRIED ·
Drones and counter-drone systems
CARRIED ·
European defense
CARRIED ·
Global demand erosion
UNDER REVIEW ·
Gold and gold miners
UNDER REVIEW ·
Taiwan and the Indo-Pacific
CARRIED ·
Iran and the Strait of Hormuz
UNCONFIRMED ·
Japan and the yen
CARRIED ·
Incursions on NATO's borders
CARRIED ·
Quantum computing
CARRIED ·
Interest rates and the Fed
CARRIED ·
Renewable energy
CARRIED ·
Russia, Ukraine and sanctions
UNDER REVIEW ·
Chipmakers and foundries beyond Nvidia
MIXED ·
Silver
CARRIED ·
Trade and tariffs
CARRIED ·
Uranium and nuclear power
CARRIED ·
The US consumer
CARRIED ·