Replying to @brandongorrell
Starts to look really small compared to others in history tbh
check the charts bro
aws h100 rental rates are ripping higher since the release of deepseek r1 model
from @SemiAnalysis_
liked this analysis - in times of vix / credit spread divergence (typically correlated), equity fwd returns good historically
consistent w/ the adage that bond market always smarter than equity market
@InvictusMacro is wicked smaht & worth a follow









