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Ten31 Timestamp: Going Vertical
China's teapot refiners are bleeding, Intel is going vertical on reshoring headlines, and AI benchmark scores are leaving the charts as Trump meets with Xi this week. Three vertical charts tell the story of US leverage across energy, chips, and capital markets, why the AGI buildout is driving industrial policy, and what it means for a labor market already showing cracks. No matter which scenario plays out, the path keeps leading back to the asset with no supply response.
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In this episode:
Why Chinese teapot refiners are getting squeezed by Hormuz
How the Trump-Xi…
The skinny
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