AI
May 2026Live view →
Where the voices land
All voices 1 voice1 bearish
Bearish
- JCJeffrey Currie ++Bearish AI compute is a commodity whose margins will be competed down to a rising physical cost floor, eroding Big Tech's fat margins. “The better the models get, the faster they compete their own margins down to the physical floor which rises with volume.” Open the post This @HedgieMarkets post illustrates where the i… · 22 May
1 bearish
Also asked
Valuation 1 voice← expensive · cheap →1 expensive
Strongly bearish
- JCJeffrey Currie ++Strongly bearish AI hyperscalers generate 0% free cash flow yield, making the sector unattractive versus asset-heavy oil names. “the AI hyperscalers are 0%” Open the post Everybody talks about the Magnificent 7, but my … · 19 May
Risk 1 voice← rising · easing →1 rising
Bearish
- JCJeffrey Currie ++Bearish The AI sector's breakout attempt faces increasing constraints from energy, materials and physical scarcity. “an AI sector that is trying to achieve breakout despite increasing constraints by energy, materials and physical scarcity” Open the post Everybody talks about the Magnificent 7, but my … · 19 May
Mentions
6 in May 2026Thu 30Wed 27 · 1Mon 1
Stories it travels in
i
The stories
- ○ a voice, on the left
- ◌ a voice raising half of these
- ● a subject, on the right, under its story
- ⌒ a line is a voice raising a subject — thicker, more items; colour is the story
The stories this entity travels in: on the right, each story with the subjects seen alongside it; on the left, the voices that raised them, and a line for every subject a voice raised, bundled by story. Tap a voice to light everything it raises, a subject for who raised it, a story for its own lines. The crumb goes back.
Who brings it up
- Jeffrey Currie ++ 4 mentions
- Jeffrey Gundlach 1 mention
- Dr. Pippa Malmgren 1 mention
- Erik Townsend 1 mention
- Patrick Ceresna 1 mention
- Jim Bianco 1 mention
See what your own voices say about AI, every morning.
Start a desk