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AI

The 2026 AI Supercycle: A Structural Shift, Not a Bubble (So Stop Whining)
Posted inHedge Funds Investment Risk Management

The 2026 AI Supercycle: A Structural Shift, Not a Bubble (So Stop Whining)

The market is undergoing a massive, $8 trillion infrastructure overhaul. We call it the AI Supercycle. While the armchair analysts are busy shouting "bubble," the smart money is busy building…
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Posted by Rik Roy January 25, 2026
The AI Infinite Money Glitch is Absolute Bollocks (and Why You Should Care)
Posted inInvestment Risk Management

The AI Infinite Money Glitch is Absolute Bollocks (and Why You Should Care)

The "AI Infinite Money Glitch" is a closed-loop accounting miracle where tech giants trade the same billions back and forth for chips and cloud space. It’s a masterclass in marketing…
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Posted by Rik Roy January 24, 2026
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