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Shay Boloor
All in on the 4th industrial revolution | Host @Stocktwits | Chief Market Strategist @FuturumEquities | Not investment advice
FULL LIST OF U.S. “RECIPROCAL TARIFFS” TAKES EFFECT AT MIDNIGHT TONIGHT
Top U.S. Trading Partners:
10% on the United Kingdom🇬🇧
15% on Japan 🇯🇵
15% on the European Union 🇪🇺
15% on South Korea 🇰🇷
20% on Taiwan🇹🇼
20% on Vietnam 🇻🇳
25% on India 🇮🇳
All Others:
10% on the Falkland Islands 🇫🇰
15% on Vanuatu🇻🇺
15% on Fiji 🇫🇯
15% on Turkey 🇹🇷
15% on Iceland🇮🇸
15% on New Zealand 🇳🇿
15% on Nigeria🇳🇬
15% on Norway🇳🇴
15% on Afghanistan🇦🇫
15% on Angola 🇦🇴
15% on Bolivia 🇧🇴
15% on Botswana 🇧🇼
15% on Cameroon 🇨🇲
15% on Chad 🇹🇩
15% on Costa Rica 🇨🇷
15% on Côte d`Ivoire🇨🇮
15% on Lesotho🇱🇸
15% on Democratic Republic of the Congo 🇨🇩
15% on Ecuador 🇪🇨
15% on Equatorial Guinea 🇬🇶
15% on Guyana 🇬🇾
15% on Israel🇮🇱
15% on Jordan🇯🇴
15% on Ghana 🇬🇭
15% on Liechtenstein🇱🇮
15% on Madagascar🇲🇬
15% on Malawi 🇲🇼
15% on Mauritius🇲🇺
15% on Mozambique 🇲🇿
15% on Namibia 🇳🇦
15% on Nauru 🇳🇷
15% on North Macedonia🇲🇰
15% on Papua New Guinea🇵🇬
15% on Trinidad and Tobago 🇹🇹
15% on Venezuela 🇻🇪
15% on Zambia🇿🇲
15% on Zimbabwe🇿🇼
15% on Uganda 🇺🇬
18% on Nicaragua🇳🇮
19% on the Philippines 🇵🇭
19% on Indonesia 🇮🇩
19% on Cambodia 🇰🇭
19% on Malaysia 🇲🇾
19% on Thailand 🇹🇭
19% on Pakistan🇵🇰
20% on Sri Lanka🇱🇰
20% on Bangladesh 🇧🇩
25% on Brunei 🇧🇳
25% on Kazakhstan 🇰🇿
25% on Moldova 🇲🇩
25% on Tunisia 🇹🇳
25% on Kazakhstan 🇰🇿
30% on Algeria 🇩🇿
30% on Iraq 🇮🇶
30% on Libya 🇱🇾
30% on Bosnia and Herzegovina 🇧🇦
30% on South Africa 🇿🇦
30% on Sri Lanka 🇱🇰
35% on Bangladesh 🇧🇩
35% on Serbia 🇷🇸
36% on Thailand 🇹🇭
36% on Cambodia 🇰🇭
39% on Switzerland 🇨🇭
40% on Myanmar 🇲🇲
40% on Laos 🇱🇦
41% on Syria🇸🇾
h/t: @StockMKTNewz
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WHY THE AI CAPEX BOOM IS JUST BEGINNING
I believe there are two verticals still wildly misunderstood: cloud infrastructure and the AI deployment layer. Everyone’s trying to call the top -- but what if we’re nowhere near it?
The bear case goes like this: hyperscaler growth will taper, AI capex will fade, and cloud is “maturing.” But here’s the truth -- 85% of global IT spend is still on-prem. And yet $AMZN AWS just did $123B, $MSFT Azure $75B, and $GOOGL Cloud $49B over the past year. That’s not saturation -- that’s the early innings of migration.
And this isn’t just about training LLMs. It’s about every enterprise app going AI-native. Every workflow, every vertical, every user interface will need low-latency inference, secure data pipelines, and orchestration layers that simply don’t run on legacy infrastructure. It runs in the cloud -- and it runs on clouds built for AI.
So no, I don’t buy the “capex cliff” story. Not when we’re staring at a $2T+ cloud market that’s still mostly untapped. Not when enterprises are just beginning to fine-tune models and deploy agents into production. And not when new AI-native workloads are being born every quarter.
The cloud is the foundation of the AI economy. And we’re only getting started.
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