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Published 6 Jul 2026, 16:42 UTC · fetched 3 Nov 2026, 13:36 UTC
Jordi Visser
@jvisserlabs
As AI equity MO Volatility continues to drive investors nuts during the AI Mid-Cycle Slowdown, here is my favorite AI Agent trade for the next year as agents become consumers and need the new financial guardrails. And this comes from a compute bull. Long BTC short SMH https://t.co/whwL9bAkXpView original on X ↗
Deterministic: the same prices and policy always give the same result
unscored Awaiting manual review
Only the end-of-horizon price counts. A brief move followed by a reversal is not a success. Read the methodology
Uses only text available at publication time
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