Tag: #scenario-analysis
Writing on GPUs, LLMs, MLOps, Kubernetes — and mindset · 1 posts
2026 Second-Half Market Outlook — Reading the Road Through Scenarios
A recap of the first half of 2026 through the lens of the AI rally and volatility, rates, and crypto, followed by the variables that will shape the second half (the Fed, earnings, geopolitics, AI monetization). We compar
2026-06-18 · 18 min read #market-outlook#investing#macro#ai-rally#crypto