At Oculus, our purpose is to distill narrative into its physical form. Today’s preeminent narrative and market fixation is artificial intelligence. Narratives only become reality when they are embodied in matter, energy, and infrastructure. The critical question is not whether AI will transform the world, but how that transformation ultimately manifests in the physical economy. [...]
SPECULATION In commodities, price action is often initiated by fundamental theses with genuine structural foundations. Once momentum develops, however, it attracts participants far beyond the original cohort of fundamental and structural analysts. “The market is never wrong” This idiom is frequently misunderstood. It is critical to distinguish between violent short-term price action and a durable [...]