Inner Loop Intelligence
All Themes
·
All Sources
Slack: C0A031DLJ78/ts:1771933774.9208
Author: Scott Leavitt
Date: 2026-04-07
Type: slack
Evidence: 2
Themes: 2
macro-cycle-frameworks
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[E564]
Keep in mind most hyperscalers are also early adopters — JPM, LLY as potential picks.
commentary · 2026-04-07
ai-capex-infrastructure-bottleneck
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[E1421]
Keep in mind most hyperscalers are also early adopters. Suggests JPM and LLY as potential picks.
commentary · 2026-04-07