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Day Trading the AI Compute Market
Season 2
Episode 56
Published 2 months ago
Description
Lucas and Luna explore a new intraday trading opportunity: the emerging market for AI compute power. With data centers becoming the 'new oil' and compute futures launching on exchanges, day traders can now speculate on GPU hours and cloud capacity. The hosts discuss how to play the AI compute spot market, the key catalysts like big model launches, and the risks of this nascent asset class. They tie it to current market conditions, including the recent drop in the VIX and the buzz around Anthropic's AI model access. Plus, a donation segment on how listener support keeps the podcast ad-free.