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We’re all adults; we all know there are no “sure things.”
Just the same, for the past two years, all the talking heads out there have been sure AI was set to revolutionize, well, everything.
Sure – AI has been revolutionary and has transformative potential, but its reliance on infrastructure is a hurdle on the road to almost-guaranteed profits for investors.
Now, to be fair, the incredible amount of capex spending companies have been throwing around has led to some increased scrutiny, but few if any mainstream media voices have questioned the need for infrastructure…
…until now.
The introduction of the new open-source DeepSeek AI from China has changed that entire narrative, at least for today.
It’s prompted awkard questions: Is it really possible to generate the kind of performance as the big, resource-hungry American AI models with a fraction of the computing power and data?
It appears the answer is probably “yes.” And along with tariffs, that has huge implications for our hunt for investing and trading opportunities in the new market order.
Here’s what you need to know…
