The AI Trade Is Losing One of Its Key Signals
(Bloomberg) — At a time when markets are growing uneasy over whether the enormous sums being poured into…
‘AI-pilled’ firms spend $7,500 per employee each month on AI
An Nvidia executive recently said that the cost of compute is now greater than the salaries of his…
Michael Burry calls AI tokenmaxxing ‘crazy, rushed, temporary’ — and he’s shorting Nvidia to prove it
As more companies buy into the AI “tokenmaxxing” craze, Michael Burry is becoming more bearish. The famed “Big…
Clawdmeter turns your Claude Code usage stats into a tiny desktop dashboard
Silicon Valley’s tokenmaxxing era now has its own hardware. A new open source project brings your Claude Code…
Goldman Sachs Raises TSM Target to NT$2,330 on Exploding AI Demand
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the AI Stocks on the Market’s Radar. On January…