Description

TME kicks us off with a market that just doesn’t care. Momentum refuses to die Memory remains squeezed, BTC has gone from below its 200-day to historically overbought in a matter of sessions, and gold is turning parabolic as flows chase the move higher. Meanwhile, fund managers are back overweight US equities with cash near

Summary

This article analyzes the intersection of geopolitical instability in the Middle East and the financial sustainability of the current AI infrastructure boom. It suggests that a potential conflict involving Iran could act as a catalyst to burst the 'AI bubble' by disrupting global markets and resource flows. While primarily focused on macroeconomic momentum and market volatility, it touches on the fragility of the supply chains supporting frontier AI development. The piece offers little direct analysis of existential AI risks or governance, focusing instead on the external geopolitical threats to AI industry expansion.

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