ZTrader Macro & AI Notes

ZTrader Macro & AI Notes

Ztrader Daily Signal Desk: AI Is Winning The Attention War

Here’s why winning the attention = makes the biggest bucks

Dorian's avatar
Dorian
Jun 03, 2026
∙ Paid

1. Market Regime

Fragile Calm

Markets are behaving as if AI demand is permanent and geopolitical shocks are temporary.

That assumption has not yet been tested.

2. One Core Thesis

The market is treating AI and energy as separate stories.

They are the same story.

Every additional AI model ultimately consumes more power, more cooling, more chips, and more infrast…

User's avatar

Continue reading this post for free, courtesy of Dorian.

Or purchase a paid subscription.
© 2026 Liao Wunkai · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture