
When we ran out this planet resources, food and water we may show our grandchild this graph
Jack Prandelli@jackprandelli
The S&P is 45% AI and 4% energy. The market is massively long the output. Massively short the input. AI runs on power. Every dollar flowing into Nvidia eventually flows into a gas turbine, a transformer, or a transmission line. The market has built a portfolio that ignores its own supply chain. I wrote about it, in my latest article, link in replies 👇
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