Ten31 Timestamp: Going Vertical

China's teapot refiners are bleeding, Intel is going vertical on reshoring headlines, and AI benchmark scores are leaving the charts as Trump meets with Xi this week. Three vertical charts tell the story of US leverage across energy, chips, and capital markets, why the AGI buildout is driving industrial policy, and what it means for a labor market already showing cracks. No matter which scenario plays out, the path keeps leading back to the asset with no supply response.

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In this episode:

Why Chinese teapot refiners are getting squeezed by Hormuz

How the Trump-Xi meeting was shaped by Iran war timing

Intel going vertical on Apple reshoring and chip policy

US portfolio inflows and the weaponization of capital markets

AI benchmarks breaking the charts on scaling laws

The split economy: record AI investment and broke consumers

Mass layoffs at Cloudflare, Upwork, and Coinbase

Why every road leads back to Bitcoin's fixed supply

TIMESTAMPS:

00:00:00 - Mother's Day and monitoring the meta war

00:01:06 - Chinese teapot refiner margins collapse

00:02:11 - Three vertical charts framing the week

00:04:18 - SPR drains, input costs, and export asymmetry

00:05:15 - Trump-Xi meeting timing and leverage

00:07:26 - Hormuz closure was anticipated by US strategy

00:09:44 - Intel stock goes vertical on Apple reshoring

00:11:06 - TSMC risk and the Apple-Intel chip deal

00:12:57 - US portfolio inflows and the capital markets card

00:13:58 - Asymmetric leverage: energy, chips, and capital

00:17:13 - The choice between US decline or industrial reboot

00:19:31 - AI benchmarks break the charts on scaling laws

00:23:38 - Data center buildout and the physical economy

00:25:44 - K-shaped economy: record earnings, cracked consumer

00:29:13 - Bitcoin as the only asset with no supply response

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