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LLM token cost inflation and AI profitability

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The Compound and Friends

Episodes

The Compound and Friends

The Compound and Friends · May 12, 2026

Twelve Rules for Riding a Bubble With Jeff deGraaf, Micron and Sandisk (Finally) Pull Back, Housing Stocks Crash

Bubble identification and risk management frameworks Semiconductor and memory chip market dynamics AI infrastructure investment and CapEx bubble risks Momentum concentration and market breadth deterioration Housing market structural weakness and cyclical stock underperformance