Yogesh Khiatani
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How the AI Boom Is Affecting Interest Rates —and Your Money
Tech companies may bring roughly $194 billion of AI-related bonds to market while the 30-year Treasury yield sits above 5%.
Aug 31
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Yogesh Khiatani
1
The AI Trade Was Right. The Portfolio Still Lost 67%
Situational Awareness turned a prescient AI forecast into a 1,000% gain—then discovered that leverage can destroy a good thesis before the thesis has…
Aug 24
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Yogesh Khiatani
July 2026
AI Data Centers: Are They Necessary or a Costly Bubble?
In mid-July 2026, anti-data-center protests broke out in roughly 125 cities across the United States in a single weekend, the first coordinated national…
Jul 21
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Yogesh Khiatani
2
1
May 2026
SpaceX Is the Dream IPO. The Price Is the Problem.
Starlink is already profitable. The float may be tiny. And at a reported $1.75 trillion valuation, public investors may be paying for multiple futures…
May 31
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Yogesh Khiatani
2
The AWS Outage Just Made Multi-Cloud a Real Question for Companies
The lesson is not "leave AWS." It is: know which revenue flows are valuable enough to deserve a second place to run.
May 12
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Yogesh Khiatani
Stablecoins Just Went Mainstream. Here's What That Means for Your Money.
A new U.S. law just made them real — and the companies collecting the interest are already worth billions.
May 8
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Yogesh Khiatani
Anthropic's Mythos Shows AI Moving From Hype to Infrastructure
Anthropic’s decision to restrict Mythos suggests frontier AI is becoming operational infrastructure, not just another story.
May 4
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Yogesh Khiatani
Why Memory Stocks Are Soaring: The AI Memory Crunch, Explained for Everyone
AI is not just rewarding the companies that make the brains of the system.
May 4
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Yogesh Khiatani
1
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