Everyone watch out for Y2AI 🤷
The Nvidia record revenue and profit is a bad sign, actually.
It's like Cisco in 1999 all over again, but on a much larger scale. ¯\_(ツ)_/¯
It's like Cisco in 1999 all over again, but on a much larger scale. ¯\_(ツ)_/¯
November 19, 2025 at 11:01 PM
Everyone watch out for Y2AI 🤷
AI isn’t helping SaaS — it’s replacing it.
$285B exited software in 48 hours as markets rotated hard into AI infrastructure.
The work stays. The toll booths don’t.
Full breakdown here → medium.com/@care_35760/...
#AI
#SaaS
#MarketRotation
#TechStocks
#Y2AI
$285B exited software in 48 hours as markets rotated hard into AI infrastructure.
The work stays. The toll booths don’t.
Full breakdown here → medium.com/@care_35760/...
#AI
#SaaS
#MarketRotation
#TechStocks
#Y2AI
The Great Bypass
How AI Killed $285 Billion in Software
medium.com
February 9, 2026 at 5:40 PM
AI isn’t helping SaaS — it’s replacing it.
$285B exited software in 48 hours as markets rotated hard into AI infrastructure.
The work stays. The toll booths don’t.
Full breakdown here → medium.com/@care_35760/...
#AI
#SaaS
#MarketRotation
#TechStocks
#Y2AI
$285B exited software in 48 hours as markets rotated hard into AI infrastructure.
The work stays. The toll booths don’t.
Full breakdown here → medium.com/@care_35760/...
#AI
#SaaS
#MarketRotation
#TechStocks
#Y2AI
🔺 Y2AI Index Nov 18: -0.72%
Best: Alphabet Inc Class A +3.11%
Worst: Salesforce Inc -2.72%
Pillars: Infra -1.0% | Fin -0.6% | Ent -0.8% | Macro -0.6%
vs SPY +0.9% | QQQ +0.9%
Tracking the AI infrastructure upgrade cycle.
#AI #Investing #Y2AI
Best: Alphabet Inc Class A +3.11%
Worst: Salesforce Inc -2.72%
Pillars: Infra -1.0% | Fin -0.6% | Ent -0.8% | Macro -0.6%
vs SPY +0.9% | QQQ +0.9%
Tracking the AI infrastructure upgrade cycle.
#AI #Investing #Y2AI
November 18, 2025 at 1:23 AM
🔺 Y2AI Index Nov 18: -0.72%
Best: Alphabet Inc Class A +3.11%
Worst: Salesforce Inc -2.72%
Pillars: Infra -1.0% | Fin -0.6% | Ent -0.8% | Macro -0.6%
vs SPY +0.9% | QQQ +0.9%
Tracking the AI infrastructure upgrade cycle.
#AI #Investing #Y2AI
Best: Alphabet Inc Class A +3.11%
Worst: Salesforce Inc -2.72%
Pillars: Infra -1.0% | Fin -0.6% | Ent -0.8% | Macro -0.6%
vs SPY +0.9% | QQQ +0.9%
Tracking the AI infrastructure upgrade cycle.
#AI #Investing #Y2AI
The supply-demand gap in AI is widening fast. Capital continues to flow, but adoption is not keeping pace. Full analysis in this week’s Y2AI Weekly.
Read full article at: lnkd.in/gvWtihZM
#AI #Markets #Technology #Investing #RiskManagement
Read full article at: lnkd.in/gvWtihZM
#AI #Markets #Technology #Investing #RiskManagement
The Market Just Voted on AI. Consumer Adoption Lost. | Vikram Sethi
Y2AI Weekly — December 22, 2025
lnkd.in
December 22, 2025 at 11:27 AM
The supply-demand gap in AI is widening fast. Capital continues to flow, but adoption is not keeping pace. Full analysis in this week’s Y2AI Weekly.
Read full article at: lnkd.in/gvWtihZM
#AI #Markets #Technology #Investing #RiskManagement
Read full article at: lnkd.in/gvWtihZM
#AI #Markets #Technology #Investing #RiskManagement
im on a winning streak but who knows what will happen at grand finals???
youtu.be/SFezSp-y2aI
youtu.be/SFezSp-y2aI
September 7, 2026 at 3:26 AM
im on a winning streak but who knows what will happen at grand finals???
youtu.be/SFezSp-y2aI
youtu.be/SFezSp-y2aI
Christmas week looked stable on the surface, but internal signals weakened sharply. ARGUS-1 showed collapsing Thesis Balance, zero Demand Dynamics, and persistent sponsor exits, indicating capital is rotating out of the AI trade.
Y2AI Weekly | December 29, 2025
The Splintering
medium.com
December 29, 2025 at 11:15 AM
Christmas week looked stable on the surface, but internal signals weakened sharply. ARGUS-1 showed collapsing Thesis Balance, zero Demand Dynamics, and persistent sponsor exits, indicating capital is rotating out of the AI trade.
We spent Q4 2025 building ARGUS-1, a market regime detector focused on regime shifts, not bubble calls.
In December, it flagged capital rotating out of Enterprise AI before headlines caught up—while market structure stayed healthy and narrative turned bearish.
In December, it flagged capital rotating out of Enterprise AI before headlines caught up—while market structure stayed healthy and narrative turned bearish.
Y2AI Weekly: What We Learned Building a Regime Detector in Q4 2025
January 1, 2026
open.substack.com
January 1, 2026 at 11:11 AM
We spent Q4 2025 building ARGUS-1, a market regime detector focused on regime shifts, not bubble calls.
In December, it flagged capital rotating out of Enterprise AI before headlines caught up—while market structure stayed healthy and narrative turned bearish.
In December, it flagged capital rotating out of Enterprise AI before headlines caught up—while market structure stayed healthy and narrative turned bearish.
Why investors should be cautious about the Nairobi Securities Exchange deal with Somalia
thekenyatimes.com/y2ai
thekenyatimes.com/y2ai
Investor Beware: Concerns Over Nairobi Securities Exchange Deal With Somalia
Somalia is witnessing a financial awakening. The conversation in Mogadishu has shifted from aid to investment, driven by those in the diaspora.
thekenyatimes.com
December 5, 2025 at 10:31 AM
Why investors should be cautious about the Nairobi Securities Exchange deal with Somalia
thekenyatimes.com/y2ai
thekenyatimes.com/y2ai
新春放談1997 1
youtube.com/watch?v=y2ai...
youtube.com/watch?v=y2ai...
YouTube
Share your videos with friends, family, and the world
youtube.com
November 11, 2024 at 1:46 PM
新春放談1997 1
youtube.com/watch?v=y2ai...
youtube.com/watch?v=y2ai...
SUNDAY RUMINATIONS March 1, 2026
The Ground Is Shifting. Most People Haven’t Looked Down Yet.
medium.com
March 1, 2026 at 12:16 PM
Amazon announces another massive data center expansion. Capital flows say the real winners aren’t the hyperscalers — they’re the utilities, REITs, and cooling providers powering the buildout. The shovel sellers are winning.
Full breakdown: medium.com/@care_35760/...
Full breakdown: medium.com/@care_35760/...
Y2AI Weekly
The Shovel Sellers Are Winning
medium.com
February 24, 2026 at 12:01 PM
Amazon announces another massive data center expansion. Capital flows say the real winners aren’t the hyperscalers — they’re the utilities, REITs, and cooling providers powering the buildout. The shovel sellers are winning.
Full breakdown: medium.com/@care_35760/...
Full breakdown: medium.com/@care_35760/...
Full note: medium.com/@care_35760/...
Y2AI RESEARCH | MONDAY EDITION
February 23, 2026 | Week 8
medium.com
February 23, 2026 at 11:16 AM
Full note: medium.com/@care_35760/...
Markets sit on a knife edge as ARGUS-1 stays in Tension at 62.2. Infrastructure—especially nuclear and power—remains the only real leadership.
Earnings + the Fed decide if this broadens or turns into a 2022-style grind. Full read medium.com/@care_35760/...
Earnings + the Fed decide if this broadens or turns into a 2022-style grind. Full read medium.com/@care_35760/...
Y2AI Weekly — January 27, 2026
Market Regime Status
ARGUS-1 Status | January 26, 2026
Regime Index: 62.2 (Tension)
Market Direction: Knife Edge
Sector Leadership: Narrow…
medium.com
January 26, 2026 at 4:54 PM
Markets sit on a knife edge as ARGUS-1 stays in Tension at 62.2. Infrastructure—especially nuclear and power—remains the only real leadership.
Earnings + the Fed decide if this broadens or turns into a 2022-style grind. Full read medium.com/@care_35760/...
Earnings + the Fed decide if this broadens or turns into a 2022-style grind. Full read medium.com/@care_35760/...
ARGUS-1 entered AI bubble TENSION for the first time. Not VIX or credit stress — structural divergence. Infrastructure surging, enterprise adoption collapsing. Late-cycle behavior. AMRI at 54.7. System positioned defensively with 46% cash.
Full breakdown Newsletter: medium.com/@care_35760/...
Full breakdown Newsletter: medium.com/@care_35760/...
Y2AI Weekly
January 5, 2026
medium.com
January 5, 2026 at 3:21 PM
ARGUS-1 entered AI bubble TENSION for the first time. Not VIX or credit stress — structural divergence. Infrastructure surging, enterprise adoption collapsing. Late-cycle behavior. AMRI at 54.7. System positioned defensively with 46% cash.
Full breakdown Newsletter: medium.com/@care_35760/...
Full breakdown Newsletter: medium.com/@care_35760/...
This is about seeing transitions early, not predicting tops.
Full write-up : open.substack.com/pub/onesmart...
#AI #Markets #Investing #CapitalRotation #Macro #RiskManagement #FinTech #Y2AI
Full write-up : open.substack.com/pub/onesmart...
#AI #Markets #Investing #CapitalRotation #Macro #RiskManagement #FinTech #Y2AI
Y2AI Weekly: What We Learned Building a Regime Detector in Q4 2025
January 1, 2026
open.substack.com
January 1, 2026 at 11:11 AM
This is about seeing transitions early, not predicting tops.
Full write-up : open.substack.com/pub/onesmart...
#AI #Markets #Investing #CapitalRotation #Macro #RiskManagement #FinTech #Y2AI
Full write-up : open.substack.com/pub/onesmart...
#AI #Markets #Investing #CapitalRotation #Macro #RiskManagement #FinTech #Y2AI
This is about seeing transitions early, not predicting tops.
Full write-up : medium.com/@care_35760/...
#AI #Markets #Investing #CapitalRotation #Macro #RiskManagement #FinTech #Y2AI
Full write-up : medium.com/@care_35760/...
#AI #Markets #Investing #CapitalRotation #Macro #RiskManagement #FinTech #Y2AI
Y2AI Weekly: What We Learned Building a Regime Detector in Q4 2025
January 1, 2026
medium.com
January 1, 2026 at 7:01 AM
This is about seeing transitions early, not predicting tops.
Full write-up : medium.com/@care_35760/...
#AI #Markets #Investing #CapitalRotation #Macro #RiskManagement #FinTech #Y2AI
Full write-up : medium.com/@care_35760/...
#AI #Markets #Investing #CapitalRotation #Macro #RiskManagement #FinTech #Y2AI
Read the full breakdown here: medium.com/@care_35760/...
Y2AI Weekly | December 29, 2025
The Splintering
medium.com
December 29, 2025 at 11:15 AM
Read the full breakdown here: medium.com/@care_35760/...
While prices and volatility suggest stability, structural data points to a growing challenge to the AI infrastructure thesis.
#Y2AI #AIInfrastructure #MarketStructure #CapitalRotation #MacroSignals #AITrade #RiskManagement #Investing #MarketInsights
#Y2AI #AIInfrastructure #MarketStructure #CapitalRotation #MacroSignals #AITrade #RiskManagement #Investing #MarketInsights
Y2AI Weekly | December 29, 2025
The Splintering
medium.com
December 29, 2025 at 11:15 AM
While prices and volatility suggest stability, structural data points to a growing challenge to the AI infrastructure thesis.
#Y2AI #AIInfrastructure #MarketStructure #CapitalRotation #MacroSignals #AITrade #RiskManagement #Investing #MarketInsights
#Y2AI #AIInfrastructure #MarketStructure #CapitalRotation #MacroSignals #AITrade #RiskManagement #Investing #MarketInsights
ARGUS-1 confirms the shift. AMRI stands at 39.9 in the Elevated band, the hypergraph contagion score has triggered a VETO at 79.6, TTI implies roughly four days to extreme contagion, and the Rotation Detector has flagged SPONSOR_EXIT for the first time.
The Market Just Voted on AI. Consumer Adoption Lost. | Vikram Sethi
Y2AI Weekly — December 22, 2025
lnkd.in
December 22, 2025 at 11:27 AM
ARGUS-1 confirms the shift. AMRI stands at 39.9 in the Elevated band, the hypergraph contagion score has triggered a VETO at 79.6, TTI implies roughly four days to extreme contagion, and the Rotation Detector has flagged SPONSOR_EXIT for the first time.
Y2AI Weekly . Dec 22, 2025
For the first time since we began tracking pillar rotation, one AI theme hit zero. Consumer AI adoption has been fully abandoned. Meanwhile, infrastructure, enterprise, productivity, and financial AI remain strong, signaling a clear market judgment. Build-out is real.
For the first time since we began tracking pillar rotation, one AI theme hit zero. Consumer AI adoption has been fully abandoned. Meanwhile, infrastructure, enterprise, productivity, and financial AI remain strong, signaling a clear market judgment. Build-out is real.
The Market Just Voted on AI. Consumer Adoption Lost. | Vikram Sethi
Y2AI Weekly — December 22, 2025
lnkd.in
December 22, 2025 at 11:27 AM
Y2AI Weekly . Dec 22, 2025
For the first time since we began tracking pillar rotation, one AI theme hit zero. Consumer AI adoption has been fully abandoned. Meanwhile, infrastructure, enterprise, productivity, and financial AI remain strong, signaling a clear market judgment. Build-out is real.
For the first time since we began tracking pillar rotation, one AI theme hit zero. Consumer AI adoption has been fully abandoned. Meanwhile, infrastructure, enterprise, productivity, and financial AI remain strong, signaling a clear market judgment. Build-out is real.
The market just made a categorical judgment: AI infrastructure is real and worth buying. Consumer AI adoption? Show me the evidence.
The Market Just Voted on AI. Consumer Adoption Lost. | Vikram Sethi
Y2AI Weekly — December 22, 2025
lnkd.in
December 22, 2025 at 11:24 AM
The market just made a categorical judgment: AI infrastructure is real and worth buying. Consumer AI adoption? Show me the evidence.
Structure still held: AMRI elevated not fragile, correlations didn’t spike, VIX stayed compressed. Thesis intact—but breadth this low demands respect.
Read full article at: www.linkedin.com/pulse/y2ai-w...
Read full article at: www.linkedin.com/pulse/y2ai-w...
Y2AI Weekly Wrap: December 8–13, 2025
Last week told a complete story of the "AI Bubble" in three acts. Act 1 (Monday–Wednesday): Classic divergence pattern emerged.
www.linkedin.com
December 15, 2025 at 11:37 AM
Structure still held: AMRI elevated not fragile, correlations didn’t spike, VIX stayed compressed. Thesis intact—but breadth this low demands respect.
Read full article at: www.linkedin.com/pulse/y2ai-w...
Read full article at: www.linkedin.com/pulse/y2ai-w...
Y2AI Weekly Wrap: December 8–13, 2025
Last week stress-tested the AI complex and the emerging AI Bubble narrative. Early divergence favored infrastructure over enterprise adoption, before a sharp earnings-driven shift and broad liquidation pushed breadth below 20%.
Last week stress-tested the AI complex and the emerging AI Bubble narrative. Early divergence favored infrastructure over enterprise adoption, before a sharp earnings-driven shift and broad liquidation pushed breadth below 20%.
Y2AI Weekly Wrap: December 8–13, 2025
Last week told a complete story of the "AI Bubble" in three acts. Act 1 (Monday–Wednesday): Classic divergence pattern emerged.
www.linkedin.com
December 15, 2025 at 11:37 AM
Y2AI Weekly Wrap: December 8–13, 2025
Last week stress-tested the AI complex and the emerging AI Bubble narrative. Early divergence favored infrastructure over enterprise adoption, before a sharp earnings-driven shift and broad liquidation pushed breadth below 20%.
Last week stress-tested the AI complex and the emerging AI Bubble narrative. Early divergence favored infrastructure over enterprise adoption, before a sharp earnings-driven shift and broad liquidation pushed breadth below 20%.
Physical assets are now trading like software. Data centers, chips, and power command growth multiples while software margins compress. This week's Y2AI examines Infrastructure Inversion and why our AMRI at 29.5 says the foundation holds even as Bubble Index hits 59.
Read article: lnkd.in/ga7vz-aR
Read article: lnkd.in/ga7vz-aR
Y2AI WEEKLY EDITION #5 | Vikram Sethi
Y2AI WEEKLY EDITION #5
lnkd.in
December 8, 2025 at 3:19 PM
Physical assets are now trading like software. Data centers, chips, and power command growth multiples while software margins compress. This week's Y2AI examines Infrastructure Inversion and why our AMRI at 29.5 says the foundation holds even as Bubble Index hits 59.
Read article: lnkd.in/ga7vz-aR
Read article: lnkd.in/ga7vz-aR