Video Description
In this week's video, I explain why the physical upgrade of the world with AI is no longer a thesis but a real-time trade. Semis are now the largest level-2 GICS weight in the S&P 500 at roughly 17% (~$10T), having passed software in the last twelve months, and Nvidia, Broadcom, and Micron alone make up $7.5T of that weight. Jensen's "five-layer cake" frames a $90 trillion physical AI buildout against a $120T global economy. That's the capex path we're already on, and it's why the Jordi thematic basket is up 34% since Opus 4.5 released in November 2024 and kicked off the agentic age.
Beneath the headlines, Craig Fuller's reversal from bearish in November to the most bullish he's been in years, freight, rail, chemicals, and trucking at or near record levels, plus capital goods imports...
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