TheContessa
May 17, 2:39 PM
$AEC Jeff Currie of Carlyle Group.just laid out a multi-pronged argument for why the market is right at the beginning of the next years-long rally cycle for commodities that he called “the most asymmetric trade in modern financial history.”
He said the AI trade faces major physical bottlenecks in energy, ➡️METALS and compute capacity, even as the “Magnificent Seven” companies are expected to spend more than
$700 billion on capital expenditures in 2026 alone.
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