Peter Tchir of Academy Securities predicts an upcoming slowdown in AI spending, citing various issues including the availability of cheap Chinese compute.

Peter Tchir of Academy Securities reflects on a feeling of 'inflection point overload,' citing a confluence of events such as celebrations, heat waves, and power failures contributing to a sense of discombobulation.

The Four Iran War End-Games Revisited, And The Peak Pressure Points Submitted By Peter Tchir of Academy Securities A Yogi Berra Kind of Weekend There is something special about “home openers.” The baseball season can drag on, but the home opener is such a great reminder that summer is on the way and that the possibility of winning it all remains in your reach. Maybe that is why I have Yogi Berra on my mind. Or maybe, and far more likely, it is because a lot of recent discussions...

Is Credit Whispering, Or Screaming? By Peter Tchir of Academy Securities Is Credit Whispering? Or Screaming? For the past couple of years, it has been relatively safe to assume credit is well behaved and relatively range bound. It is unclear if that remains the case. We may be in a situation where the AI spend, the AI displacement, and the Working Poor are forming a storm of some sort. How severe remains to be seen, but for the first time in a while it is a real concern for me. ...

Authored by Peter Tchir via Academy Securities, this article discusses 'Braggawatts, Cheap Chinese Compute, & Simple ROI.' It touches on weakness in chips and AI, as well as the escalation in Iran, providing an economic and geopolitical perspective.

An analysis by Peter Tchir of Academy Securities provides quick updates on recent themes, focusing on the latest developments concerning Iran and security matters.

An opinion piece by Peter Tchir of Academy Securities discusses the transition from market economics to military strategy, reflecting on broader geopolitical shifts.

A market analysis by Peter Tchir of Academy Securities discusses the market being at "Multiple Inflection Points." The report expresses concern about various factors impacting market structure, from trinkets to compute.

An analysis by Peter Tchir via Academy Securities suggests a disconnect between perceived job market sentiment and actual data, raising concerns for the Federal Reserve.

TACO Vs TAW: Fade This (Equity) Rally Authored by Peter Tchir via Academy Securities, Ceasefire? The U.S., via Pakistan, and apparently consistent with negotiations being carried out by…