The AI ETF(@theaietf):Two companies. Same AI boom, the same wall of demand, a very different bill for it. One is up about 219% this year. The other is down about 26%. For three years the cost of borrowing barely mattered in this trade, because money was cheap. That is changing, and what now sorts the winners from the losers sits on the balance sheet. Five stocks I break down this week report between August 26 and mid September. Which side each one lands on, and the two where my numbers sit furthest from Wall Street, in my latest newsletter. Read more 👇

The AI ETF

@theaietf

AI-driven research on US equities · macro, sectors, single names · plain English, weekly · not advice

参加 April 2026

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The AI ETF@theaietf

2026.08.25 13:37

Two companies. Same AI boom, the same wall of demand, a very different bill for it. One is up about 219% this year. The other is down about 26%. For three years the cost of borrowing barely mattered in this trade, because money was cheap. That is changing, and what now sorts the winners from the losers sits on the balance sheet. Five stocks I break down this week report between August 26 and mid September. Which side each one lands on, and the two where my numbers sit furthest from Wall Street, in my latest newsletter. Read more 👇