AI
Discussion centred on whether the AI trade’s July correction was a temporary positioning reset or the beginning of a structural repricing. Jordi Visser argued that demand, compute scarcity and consumer agents support the next leg higher 21, while Luke Gromen said Chinese competition could undermine US AI and semiconductor valuations 49. AI capex was also linked to inflation, bond issuance and higher yields 127, with concerns about spending returns and model reliability adding to the scepticism 1023.
Where the voices land
Nobody took a position in july 2026.
Mentions
23 in July 2026Stories it travels in
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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
- Jordi Visser 8 mentions
- Max Wiethe 2 mentions
- Shanghai Macro Strategist 2 mentions
- Joseph Wang 2 mentions
- Erik Townsend 2 mentions
- Luke Gromen 2 mentions
- GoldRepublic Global 1 mention
- Jeff Curry 1 mention
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