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Meta's Muse puts agentic AI in front of 3.6B users. The obvious winners get the headlines. The real bottleneck sits somewhere nobody's talking about.
DeepSeek and Kimi just slashed KV cache requirements by orders of magnitude. Anthropic and OpenAI seem to be taking a different path. The memory stack winners and losers are about to reshuffle.
US 30-year yields just hit their highest since 2007. Here's how I'm repositioning across duration, mega-cap quality, financials, data centers, housing, and gold — plus the August-September catalysts that decide the next leg.