Thanks for the deep dive! I’m curious — given that SPVs shift the debt off the main company balance sheets, do you see this as creating systemic risk in the AI sector, or is it mostly a contained financing strategy? How might regulators respond if these SPVs start to fail?
Agreed. But I wonder if the article over-emphasizes risk a little: it treats AI (and related disruption) as a kind of universal threat to livelihoods, but doesn’t equally explore how many people may benefit, or how economies tend to create new kinds of jobs, often faster than old ones disappear.
Good stuff, but I really can't find any other articles about $ADUR. I'd love to know what some of the other authors here think. Is anyone else covering this stock?
You mentioned #ETFs like $URA and $REMX as ways to gain exposure — do you think investors are better off focusing on these diversified funds, or do specific miners or #nuclear technology companies offer stronger upside given current market dynamics?
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