SYNTHÈSE EXÉCUTIVE : LA MORT DU PARADIGME BULLE/NON-BULLE L'annonce d'OpenAI d'investissements massifs ($1.4T/30GW d'ici fin 2025) a définitivement anéanti le…
This analysis causally links macro-geopolitics (de-dollarization) to micro-speculation (AI bubble) and our investment thesis (Fed Pivot). The analysis of the…
I. MACRO DIAGNOSIS: THE EUPHORIA BUBBLE IS QUANTIFIED The chart and data confirm that the phrase "this time it's different"…