Sep 29, 2026 · 4 min · 5 segments
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quote unquote, or was floated.
We'll cover that in a minute.
And courtesy of Slope of Hope, there was a great diagram that Tim Knight shared of this tangled web.
This basically is all the circular vendor relationships and financing relationships for AI.
Once the spending starts to slow down, even a little bit, The house of cards may start to crumble or people are going to start asking for bailouts.
This is akin to just being on a jumbo airliner and not knowing how much fuel the plane has.
But they can always try to keep refueling it in the air like the military.
The bad $4.6 billion in revenue against $7.3 billion in compute costs alone.
Nearly 25% of the revenue came from just two customers.
The ugly $518 billion in future infrastructure are needed.
Taking a quick look at just what I have on my notes for the summary.
Everyone is long whether they like it or not.
There's just no volume on the SPY.
Same story on BREATH once again.
Wednesday we have the PCE report.
So take a look at the calendar.
Looking at BREATH.
Let's switch over to breath data.
There were 53 new highs versus 375 new lows.
That's 7x to the lows.
quote unquote, or was floated.
We'll cover that in a minute.
And courtesy of Slope of Hope, there was a great diagram that Tim Knight shared of this tangled web.
This basically is all the circular vendor relationships and financing relationships for AI.
Once the spending starts to slow down, even a little bit, The house of cards may start to crumble or people are going to start asking for bailouts.
This is akin to just being on a jumbo airliner and not knowing how much fuel the plane has.
But they can always try to keep refueling it in the air like the military.
The bad $4.6 billion in revenue against $7.3 billion in compute costs alone.
Nearly 25% of the revenue came from just two customers.
The ugly $518 billion in future infrastructure are needed.
Taking a quick look at just what I have on my notes for the summary.
Everyone is long whether they like it or not.
There's just no volume on the SPY.
Same story on BREATH once again.
Wednesday we have the PCE report.
So take a look at the calendar.
Looking at BREATH.
Let's switch over to breath data.
There were 53 new highs versus 375 new lows.
That's 7x to the lows.
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