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Commodities Hammered

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Musk Looks Up. China Looks Down

SpaceX wants a million AI satellites in orbit. China just switched on a wind-powered data centre under the sea. Both are chasing the same prize: cheap power and free cooling for the AI buildout.

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Commodities

Investment ideas from the Edge of the Bell Curve to your inbox

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Technology

Musk Looks Up. China Looks Down

SpaceX wants a million AI satellites in orbit. China just switched on a wind-powered data centre under the sea. Both are chasing the same prize: cheap power and free cooling for the AI buildout.

Funding an AI Promise

The biggest AI listings want you to fund a promise and wait a decade. The smart money is in the dull, profitable companies where the AI earns its keep

The Great AI Loss Leader

The Hyperscalers are betting trillions that AI will restore their golden cashflow era. The economics underneath it are far weaker than the share prices suggest.

Era of the Mega-IPO

With more massive IPOs expected from the AI trade I take a look at history to see what it has to say about our market in the mega-IPO era.

AI Built on Borrowed Money

The AI build is running on borrowed money, and on Tuesday, the markets noticed. The chip-wreck was a reminder that the builders carry the debt and the risk.

Small Caps

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Market Analysis

Commodities Hammered

The ASX remains frustratingly rangebound as tax-loss selling hammers underperformers and cracks begin appearing elsewhere, highlighted by Judo Capital’s 40% collapse.

Macro

Worst. Budget. Ever

Worst. Budget. Ever. I really don’t know where to start with this one. It is so bad for this country that it’s hard to fathom. So let me start with the positives…

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