JustDario
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JustDario
Hong Kong-based entrepreneur, angel investor, and finance veteran with over a decade of experience in trading, securities structuring, derivatives, and fintech in Europe and Asia. My focus is on data-driven analysis of macro and stocks to identify investment opportunities, especially asymmetric ones. My public research is available on justdario.com.
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Joined on 1st June 2026
Hong Kong
Kind reminder: Next Live Stream Will Be Monday 27th at 10 am CET (4 am EST)
I was working on a similar article as a follow-up to what I wrote already one year ago on my blog, but my friend Ed Zitron (fyi he is one of the members here among you) already did an incredible job, and there is no point for me to repeat something that is already out there (not my style)
I suggest you read this article (this is also free access) if you are interested in knowing more about the details of what continues to go on in the AI and Datacenters space: https://www.wheresyoured.at/the-subprime-data-center-crisis/#ai-data-centers-are-the-ai-bubble%E2%80%99s-subprime-mortgages