Signal vs. Noise: "The Most Important Moment in Human History"
This week’s video is about navigating the AI trade looking for signal vs getting caught in the noise
The noise:
AI bubble talk.
Rates panic.
Fed panic.
Oil doomers.
Inflation fear.
The signal:
Small caps making highs.
PEG ratios collapsing.
Estimate revisions rising.
Credit spreads tight.
Out of Hyperscalers, in to AI infrastructure .
Open source models catching frontier labs.
Fable 5 showing AI is now a national security asset.
The biggest opportunity remains the same:
Your capex is my opportunity.
And the bigger mission is even more important:
In a world of "the next crisis to pop the bubble" learn to embrace AI through agency.
New weekly video is up.
piped.video/L9jB8SWuWbE