Is The Soft Landing Officially Dead?

1000x · May 13, 2026 · 54m

This week, we discuss whether inflation is officially back and what it means for the AI megatrend. We deep dive into Micron crossing $900B, the memory supercycle, the Fed regime change under Kevin Warsh, the Trump-Xi summit and chip export deal probability, the Clarity Act markup, and why the soft landing might officially be dead. Enjoy!--Follow Avi: https://x.com/AviFelmanFollow Jonah: https://x.com/jvb_xyzFollow 1000x: https://x.com/1000xPodJoin the 1000x Telegram: https://t.me/+fz-2f0cwC6o0MWNh--Timestamps:(00:00) Coming Up On 1000x...(01:00) Paris Wifi & Gemstones(12:57) Fed Regime…