Video Description
https://ai.22vresearch.com/
In this week's video, I walk through why the combination of an inflation regime shift, parabolic AI positioning, and a market that's now been forced fully in is setting up the next phase: rising volatility, speed crashes, and rolling parabolas. CPI's 0.6% print took year-over-year to 3.8%, the highest non-COVID number since 2012. PPI ran even hotter, and import price inflation has been tracking high since before the war. With the Strait of Hormuz still shut, global supply chain stress back at COVID-era levels, the worst US spring drought since 1895, and a unanimous Supreme Court ruling that could be an extinction event for 30-50% of freight brokers, the physical world is finally imposing constraints on the digital economy.
The thesis is straightforward:...
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