Friday links: the AI buildout

Yields30-year Treasury yields are pushing to pre-GFC levels. (apollo.com)Pay attention to yields, not what the Fed says. (trendlabs.com)StrategyMomentum investing is not for the weak of heart. (awealthofcommonsense.com)Risk management is a skill. (oldroperesearch.substack.com)IPOsIPO buyers increasingly look like bag holders. (morningstar.com)Which could put a crimp on these semiconductor companies planning to go public. (pitchbook.com)AIA reminder that Larry Ellison has bet the future of Oracle ($ORCL) on AI. (nytimes.com)Amazon ($AMZN) is pouring capital into AWS. (tomtunguz.com)James Pethokoukis talks with Azeem Azhar about the state of the AI economy. (fasterplease.substack.com)Stay in touchAre you a financial advisor? Sign up for our exclusive Talking Wealth newsletter. (talkingwealthpod.com)Don't miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)AutosA look at Tesla's ($TSLA) position in the American EV market. (theatlantic.com)Rivian ($RIVN) saw a