Donald Trump's Economy

[Toddsterpatriot]

Let me know when they start using rubles. Or Yuan.

DURR

 

[Synthaholic]

 

[Synthaholic]

THE TRUMP EFFECT

 

[Mac1958]

The massive AI buildout (and its effects) has been keeping the market and the (K-shaped) economy up and running. But some serious cracks are starting to form there. There are signs that chip production is far outstripping actual data center usage, so while NVDA is showing great numbers, the end users are seeing their unused chip inventories bulge.

If that trajectory continues -- and who knows -- and the oil shock puts the global economy in worse shape, it won't be pretty. There's just no way to know right now.