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🧵 How Long Until We Call AI a Bubble?
Speculative hype in AI funding and acquisitions is reaching dizzying heights.
Here are three recent cases of single-founder AI plays (or very close to it) valued at extreme premiums — with few fundamentals supporting the price ⤵️
5/ ⚠️ Bubble signals are flashing
💥 Epic valuations with dubious fundamentals.
💥 Deals structured to acquire talent, not complete businesses.
💥 Potential valuation corrections ahead if investors reassess real productivity.
AI hype remains hot — but these examples show how far fundamentals are from valuations.
#AIbubble #Investing #TechHype #Startups
📊8/ Want to understand how these dynamics affect markets, oil prices, and global flows?
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🧵 Why Iran Probably Won’t Close the Strait of Hormuz
Despite rising tensions, a full blockade of the world’s most critical oil chokepoint remains unlikely.
Here’s a philosophical and historical look at why commerce still trumps conflict.
#StraitOfHormuz#Geopolitics #OilMarkets #GlobalTrade
🎯 7/ Iran may escalate — but it knows the line not to cross
Closing the Strait would be a strategic, economic, and diplomatic disaster—for Iran and the region.
And if Iran has proven anything, it’s the ability to push tensions without crossing into irreparable damage.
Even in war, trade is power.
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End of 🧵
🧵 Wall Street: A pause or the calm before the storm?
1/ The S&P 500 is holding steady, oil is up +10% after the Israel-Iran strikes, and investors are weighing geopolitical risks, inflation, and the Fed's next move.
Here's what you need to know this week 👇
#WallStreet #Investing #Geopolitics #Markets
10/ 🔍 Historically, market reactions to military shocks tend to be shallow and short-lived.
While volatility may rise in the near term, the longer-term trajectory will be shaped by inflation dynamics and monetary policy signals.
#GeopoliticalRisk#MarketVolatility #MonetaryPolicy