Oil prices are surging past a hundred dollars and Treasury yields are spiking. Aadil Ebrahim, Group Head of Equities & Portfolio Manager, Klay Group discusses how the global compute boom is firing on all cylinders but investors need to look closely to find sustainable profits. He also looks at why subsidized Chinese GPU startups are racing to the bottom in margins.  See omnystudio.com/listener for privacy information.

Oil prices are surging past a hundred dollars and Treasury yields are spiking.&nbsp;Aadil Ebrahim, Group Head of Equities &amp; Portfolio Manager, Klay Group discusses how the global compute boom is firing on all cylinders but investors need to look closely to find sustainable profits. He also looks at why subsidized Chinese GPU startups are racing to the bottom in margins. &nbsp;See <a href="https://omnystudio.com/listener">omnystudio.com/listener</a> for privacy information.

Biz Report: The Tech Fracture & the Hundred Dollar Oil Shock