All the AI revenue is fake. Really?
Disclaimer
This marketing document has been issued by Bank Syz Ltd. It is not intended for distribution to, publication, provision or use by individuals or legal entities that are citizens of or reside in a state, country or jurisdiction in which applicable laws and regulations prohibit its distribution, publication, provision or use. It is not directed to any person or entity to whom it would be illegal to send such marketing material. This document is intended for informational purposes only and should not be construed as an offer, solicitation or recommendation for the subscription, purchase, sale or safekeeping of any security or financial instrument or for the engagement in any other transaction, as the provision of any investment advice or service, or as a contractual document. Nothing in this document constitutes an investment, legal, tax or accounting advice or a representation that any investment or strategy is suitable or appropriate for an investor's particular and individual circumstances, nor does it constitute a personalized investment advice for any investor. This document reflects the information, opinions and comments of Bank Syz Ltd. as of the date of its publication, which are subject to change without notice. The opinions and comments of the authors in this document reflect their current views and may not coincide with those of other Syz Group entities or third parties, which may have reached different conclusions. The market valuations, terms and calculations contained herein are estimates only. The information provided comes from sources deemed reliable, but Bank Syz Ltd. does not guarantee its completeness, accuracy, reliability and actuality. Past performance gives no indication of nor guarantees current or future results. Bank Syz Ltd. accepts no liability for any loss arising from the use of this document.
Related Articles
Piper Sandler mapped the new AI infrastructure stack across 8 layers from the power grid all the way to the agent as AI scaling creates bottlenecks across power, cooling, networking, storage, cloud & inference: Source: Shay Boloor Piper Sandler
EveryWatch’s comprehensive “H1 2026 - Secondary Market Report” uses real sales data with over 795,000 watches actually sold in the 1H of 2026 by 650 dealers and 472 auction house worldwide. It is not guesswork, or estimates, or forecasts used by some shonky “analysts” and “consultants.” 1H 2026 (January-June 2026) (USD): • Secondary-market sales value surged +37% to $10.5B • Top 3 brands generated 65% of market share (FY25: 57%), and Top 10 83% (FY25: 75%) • Rolex easily remained the market’s king → Generating $4.3B in sales, a surge of +44% on last year → This represents 41% market share, significantly up on 2025’s 34%, with over 227,000 watches sold → That is 3x is nearest rival! Source: Danny Younis
The U.S. remains heavily dependent on China for critical rare-earth materials, with roughly 70% of rare-earth imports coming from China. And Beijing has increasingly demonstrated its willingness to restrict exports of strategic minerals. The vulnerability goes far beyond fighter jets. Rare earths and related critical minerals are essential for missiles, radar systems, drones, satellites, precision-guided weapons, submarines and advanced electronics. If inventories are already tight, a prolonged disruption in Chinese supply could become a serious bottleneck for U.S. defense production. That creates a striking strategic paradox: America's military-industrial base still depends, in part, on supply chains dominated by its biggest geopolitical rival. China doesn't necessarily need to fire a shot to exert pressure. Sometimes the most powerful weapon is controlling what your opponent needs to keep fighting. Sun Tzu would understand the strategy. Source: Lukas Ekwueme

