Analysis of Market Trends in Energy, Credit, and Tech Compute Spending

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Peter Tchir of Academy Securities identified diesel costs and compute-related credit risks as primary drivers of market volatility. Tchir estimated that the compute buildout accounted for 0.75% to 1% of the 2.2% U.S. real GDP growth, with some estimates attributing up to 50% of GDP growth to this spending. Concurrently, energy market instability was…

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