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How AI Computing Power Is Becoming a Tradeable Commodity
On this episode of The Bear Market Podcast, Lucas and Luna explore the emerging market for AI computing power as a tradeable commodity. With the VIX dropping 26 percent in five days and markets hitting new highs, they discuss whether compute capacity could become the next oil — a scarce resource traded on exchanges. They dig into the recent CNBC headline about efforts to commoditize AI compute, the parallels to energy markets, and what this means for investors. They also touch on Burry's latest SpaceX comments, the yield curve dynamics, and how to think about portfolio positioning in a…
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