The China AI Disruption Thesis Blitz

 

 

Why The Sell-Side Is Six Months Late On AI Infrastructure

 

Investing, Analysis & Trading Strategies, Artificial
Intelligence

 

Date Published: May 23, 2026

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Wall Street’s consensus on US AI infrastructure has converged on a
single story: hyperscaler capex grows at 25–30% CAGR through 2028, US
power demand doubles by 2027, memory equities enter a supercycle that extends
through 2028. The data tables across the major sell-side desks are nearly
identical. The price targets cluster within tight ranges.

This book argues, on quantifiable grounds, that the consensus is six months
late.

 

Five convergent shocks are reshaping the AI infrastructure trade through
Q2 2026 → Q1 2027 :

 

1. **Token Commoditization.** DeepSeek V4 Pro inference is priced at $0.87 per
million output tokens. The US frontier sells the same intelligence at
$25–30. On May 22, 2026, DeepSeek announced the 75% discount becomes
*permanent*. A subsidy is, by definition, time-limited. A permanent price is a
margin.

2. **Chinese Hardware Reaches Cost Parity.** Huawei’s Atlas 800 delivers
60–70% of NVIDIA H100 inference performance at 30% of system cost. The
production target is 600,000 Ascend 910C units in 2026.

3. **The US Grid Bottleneck.** The PJM 2026/2027 capacity auction cleared at
$329.17/MW-day — an 11.4× increase in two years. Approximately 50%
of planned US data center projects are delayed or cancelled. Interconnection
queues in the densest markets run 4–7 years.

4. **China’s Parallel Energy Buildout.** Chinese nuclear capacity scales from
62 GW to a 110 GW target by 2030. Solar generation has 5× since 2018.
The asymmetry is not aggregate capacity — it is execution speed.

5. **The Hyperscaler Bond Wall.** $121 billion of long-dated IG debt was
issued in 2025 by Amazon, Alphabet, Microsoft, Meta, and Oracle — a
4.3× step-up from the prior decade’s average. YTD 2026 tracks at
$230–240 billion. The duration of the debt does not match the duration
of the revenue stream financing it.

Beneath the five operating vectors sits the geopolitical chessboard: **Iran,
Greenland, Venezuela, and Cuba** — the four pressure points through
which the US administration is restricting Chinese supply and improving
US-aligned strategic position simultaneously. To our knowledge, this is the
first treatment of the AI infrastructure question that integrates the
four-front geopolitical layer into the framework.

Two hard-dated catalysts anchor the window:

– **November 10, 2026** — expiration of the US-China tariff truce

– **November 27, 2026** — expiration of China’s gallium, germanium,
antimony export-control suspension

We expect a **25–40% drawdown in pure-play AI infrastructure equities**
between November 2026 and Q1 2027, with corresponding outperformance from
open-source AI architectures, edge inference platforms, critical mineral
miners outside China, and Chinese AI platforms with monetization paths.

This is a non-consensus framework, structured to be falsifiable. Every
catalyst is dated. Every risk is enumerated with subjective probability
estimates. The book closes with a real-time catalyst calendar the reader can
use as a checklist over the Q3 2026 to Q2 2027 window.

The framework attaches a 60-70% cumulative probability that at least one
documented risk materially invalidates the central thesis. We disclose this
explicitly because intellectual honesty requires it.

This is the inaugural volume of the CrossVol Thesis Series. The companion
title — *Beyond Gamma Exposure: The Five-Vector Framework for Volatility
Traders* — is available on Amazon Kindle, Apple Books, Google Play, and
Kobo.

— *CrossVol Research, with Djellal Djouad, contributor — May 2026*

 

this book is available also in spanish, japanese, german, portuguese,
like the other one

 

 

 

About the Author

CrossVol Research is a team of derivatives market veterans, on institutional
trading desks, from exotic options structuring to cross-asset volatility
arbitrage. We’ve sat on the other side of your trade. We’ve built the pricing
models. We’ve watched the flows that move markets before they move.

What we publish isn’t theory repackaged for retail. It’s the operating system
that institutional desks use daily : dealer gamma mechanics, the five-step
short-vol unwind that precedes every crash, the B-book architecture that turns
80% of retail FX traders into the product, the infrastructure repricing that
Wall Street research is six months lateon.

Every claim is sourced. Every framework is falsifiable. Every trade call
referenced in our books was publicly posted and time-stamped on X before the
move happened, with URLs you can verify yourself.

We don’t sell signals. We don’t run a chatroom. We write the books we wish
someone had handed us on day one, the ones that would have saved us years of
learning what the industry deliberately doesn’t teach.

If you’re done reading what everyone else is reading, start here.

 

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Undercover Lover Blitz

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A Fake-Dating Romance

Date Published: June 11, 2026

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I didn’t join the force to play dress-up in designer heels and
pretend to be someone’s girlfriend, but apparently life has a twisted
sense of humor. And mine comes with a six-foot-something ego, a movie-star
smile, and a peculiar knack for getting under my skin.

Marco Dal Santo is everything I don’t trust: cocky, charming, reckless,
and way too comfortable in a world built on smoke and mirrors. I’m
supposed to use him to get close to people who hide crimes behind champagne
and expensive suits. He’s supposed to be a means to an end. Convenient.
Temporary. And fake.

But there’s one small problem. It doesn’t really feel fake because
every time he touches me, every time he pushes past my defenses and makes me
feel something real, I forget that we’re supposed to be pretending.
Somewhere between the staged kisses and very real arguments, the lines get
blurred, and I can’t tell what’s part of the job…and what
isn’t.

We’re caught up in a world where one wrong move can get us killed, yet
I’m starting to realize the most dangerous part of this case isn’t
the criminals we’re chasing.

It’s him.

Because if anyone finds out I’m developing genuine feeling for my fake
boyfriend, I’ll lose my badge, my mentor’s trust, and possibly my
heart in the process.

So yeah…I’m in way over my head.

And the worst part?

I’m not sure I want to be rescued.

Trigger warning: Gun violence, trauma victim and grief.

 

 

 

About the Author
Jacqueline Francis
Number cruncher by day, raging romance novelist by night;
Jacqueline’s creative inspiration stems from romance and all its
literary and rom-com depictions. Matters of the heart are what fascinates her,
because ultimately, what makes a life out of – what would ordinarily be a
typical existence – is Love

 

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Brooklyn Masala Virtual Book Tour

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Mystery

Date Published: 04-01-2026

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When Brooklyn housewife, Bella Bloom visits a mysterious Indian guru to
fix her marriage, she turns into a cooking sensation and…murder suspect in
this   action-packed, hilarious, new cozy mystery series for fans of
Janet Evanovich’s Stephanie Plum and Elle Cosimano’s Finlay Donovan.

Brooklyn Masala tablet

EXCERPT

We paid for our groceries and headed down the street to Jaipur Garden, a small Indian restaurant wedged between a liquor store and a flower shop. It was quiet and pleasant, and decorated with motifs of elephant caravans and peacocks as sitar music played in the background. Rose-colored tablecloths draped the tables, and the smell of fragrant dishes wafted from the kitchen. Between the ambiance and Mike’s company, I was feeling more comfortable than I had in ages, as if a tremendous weight had been lifted from my shoulders. 

A waiter showed us to a table and dropped two menus down. Mike held out my chair, and I slid into my seat feeling lighter and younger than I had in years. And for the first time, I realized how desperately lonely I had been in my marriage. At home I felt invisible, almost like a ghost. There was always this looming sensation that my thoughts and experiences didn’t matter. It was a terrible burden to bear.

“Two chai teas and an order of samosas,” Mike told the waiter.

“This place is beautiful,” I said, looking around. “I can’t imagine why I’ve never noticed it before. It’s like my eyes just opened up, though I must have seen it a dozen times. Do you come here often?”

“Once in a while. They make a mean masala dosa here. But I have to warn you, the food is pretty spicy.”

“The spicier the better,” I said with a wink.

The waiter brought us our teas, and I added some sugar and stirred it thoughtfully, then brought it to my lips. Delicious. Utterly delicious. It was a little taste of heaven.

“Tell me, Bella,” said Mike. “What do you do when you’re not making spices and doing yoga?”

“I’m the editor of The Park Slope Observer, the little neighborhood paper with the big heart.” I made a heart sign with my fingers and didn’t feel the least bit corny doing it.

“Oh, I love that newspaper. They had a great story once about a woman who married herself on top of a mountain.” He grinned.

I laughed. “Yes, I wrote that little gem. She was a cute old lady. I enjoyed interviewing her. She worked hard at self-love after a lifetime of self-hatred. For her the ceremony was a chance to send her vows out to the universe. Actually, it was her life story that got me thinking about the choices we all make in life. In the end, she owned her destiny and died a few weeks after we went to print.”

“Died happy, I’m sure,” he said. “She reminds me of the old lady in my building who sings Italian opera in the stairwell and leaves food out for the alley cats. Sometimes I leave her bags of cat food outside her door. She’s a real character.”

“That’s so sweet of you,” I said, smiling. That story seriously impressed me. Mike wasn’t just the kind of person who talked the talk; he lived by his values and actively tried to make the world a better place. Despite his conservative outward demeanor, he seemed to have a compassionate, caring heart. And he had actually been to an Indian ashram. In my mind, he was right up there with Liz Gilbert and George Harrison. A whole lot of awesomeness. “By the way, when you said you were a ‘numbers cruncher,’ did you mean you were an accountant?”

“No, I’m actually a data analyst,” he said.

“And that entails number crunching?” 

“Among other things,” he said. “I have a pretty good memory. At least for the things that interest me.” He smiled his playful smile that filled me with warmth and sent a jolt of electricity through me. His serious side and spiritual side seriously impressed me. That was a rare combination. 

Mike checked his phone, and I glimpsed a picture of an adorable set of blond twins of four or five flashing across the screen. I tensed when I thought he might be married.

“They’re adorable,” I said, motioning toward the screen. “Are they yours?”

“No, they’re my niece and nephew, Jake and Hillary. They live in New Hampshire.”

“How cute. They look like a handful.”

“Yeah, they keep my sister on her toes. I try to visit them every summer.”

The waiter set down a platter of samosas between us.

“These are my favorite,” said Mike, beaming. He lifted one up with a spoon and set it down on my plate. “Try it. Vegetable samosas are seriously habit-forming. Try them with some of that mango curry sauce.”

I sliced into the samosa and let it melt in my mouth. The flavor was extraordinary, especially after dipping it in the mango sauce.

“Eating this food makes me want to forget about my karma and chakras and just concentrate on living,” I said. “Now that I think about it, the guru has done an amazing job of helping me change my outlook on life. I will always be grateful for that, no matter how this spice business works out.”

“Tell me more about it.”

“The spice business? There’s not much to tell, really.”

“Seriously, I want to know. How does it work?”

“I wish I knew. I buy all the raw ingredients then take them home and process them into a spice blend. Then I bring it to the Ashram for bottling.”

“Who bottles them?”

“The Guru’s helpers. They weigh it, measure it, and then put it into glass jars with my label on it: Brooklyn Masala. Then I take the jars to wholesale grocery stores, and they pay me for it and give the Guru his commission in chocolates.” 

Mike did a double-take. “Chocolates?”

“Yes, crazy, I know. Actually, Cadburys to be exact. Originally, I went to the guru for help in fixing my marriage, but instead of telling me to go to marriage counseling, he told me to learn everything I could about garam masala. One thing led to another, and now I’m making and distributing vast quantities of my homemade spice brand to wholesale Indian grocery stores all over Brooklyn.”

“That sounds bizarre. Why would the guru want his commission in chocolate?”

“That’s the arrangement. You can’t make this stuff up. I know it’s crazy, but that’s the deal. I get the money and he gets the chocolates.” I didn’t tell him the part about the thousands of dollars I had seen stuffed inside one of the chocolate bars. To me, that felt like wading into dangerous territory.

Mike started coughing. I patted his back. “Bella, did that ever strike you as odd?”

I swallowed hard. “Yes, and no. I just learned not to ask too many questions. But some of his business associates are real shady characters. I’m actually thinking of quitting this business. Too much strange stuff is going on.”

He put his fork down. “What kind of strange stuff?”

“They say things that worry me sometimes. Veiled threats.”

“Bella, are you sure all you’re dealing in is spices?”

“Of course, I am. What else would I be selling?”

He hesitated before he spoke. “And they pay you for it?”

“Yes, quite a lot. They pay me a thousand dollars in cash for every shipment. But I’ll admit there’s some weird stuff going on. Just tonight, for example, one of the Guru’s business associates accused him of stealing and doing bad things. It was unnerving.”

“What kind of bad things?”

I lowered my voice. “They accused him of causing all kinds of strange deaths, unsolved murders, and disappearances. The man called him a thief and a con artist. To tell you the truth, I was scared out of my wits. That’s why I want to quit this crazy business. Believe me, I couldn’t wait to get out of there.” I rubbed my shoulders, trying to soothe the stress. 

Just then, two large Indian men in dark suits entered the restaurant and sat down in the far corner. I glanced at them and recognized them as the Maharishi’s two assistants, Gajodhar Singh Cool and Gunda Ganesh. But the chances they would walk into a random Indian restaurant in Brooklyn were miniscule. At least I hoped they were. But when our eyes met, my stomach did a flip-flop. I knew they were not here by coincidence.

 

About the Author
Sophie Schiller

Sophie Schiller is a writer of thrillers and historical adventure tales.
Kirkus Reviews called her “an accomplished thriller and historical adventure
writer.” Her latest novel is BROOKLYN MASALA. She graduated from American
University, Washington, DC and lives in New York.

 

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Beyond the Broad Path Virtual Book Tour

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Embracing the Narrow Way of Certainty in Christ

Religion / Christian Living / Inspirational

Date Published: April 28, 2026

Publisher: Lucid Books Publishing

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Is there a single path that can reach both the lukewarm believer and the
skeptical non-believer? Beyond the Broad Path argues that there is. This book
speaks to believers who have grown complacent, calling them back to their role
as salt and light, while also inviting non-believers into an honest
exploration that assumes no prior faith or biblical knowledge.

Grounded in today’s fractured cultural landscape, the book confronts the
search for truth in a world of distraction, division, and digital
isolation—not to condemn, but to reveal what these forces are replacing
in the human heart. From there, it leads the reader to life’s ultimate
crossroads and presents the only solution – Jesus Christ.

With fresh clarity, this book makes the case that Christ’s message is
not outdated, but radically relevant—offering redemption, lasting joy,
and peace that cuts through chaos. Drawing from Matthew 7:13–14, readers
are challenged to recognize that time is finite and the choice of which road
to walk is unavoidable.

If you are ready to trade anxiety for certainty and the noise of the world for
the assurance of God’s truth, turn the page. The journey toward the
narrow way begins now.

 

Beyond the Broad Path hardback

 

 

 About the Author

 John Stephen Frey

 John Stephen Frey proudly wears two hats: he is both a veteran aviation safety
and training professional and the founder/Director of Life Beyond Horizons
Ministry. With a career launched over forty years ago in aviation, he uniquely
applies his expertise in safety analysis to his lifelong intensive study of
God’s Word. Through his online ministry, John has reached a worldwide
audience, sharing prolific theological essays that offer a refined biblical
perspective on contemporary issues. While his work is mostly based in
Washington, D.C., John and his wife of over 45 years spend much of their time
at their home in Oklahoma, close to their two daughters and granddaughter.

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Willing Captive Teaser

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An LGBTQ+ BDSM Sci-Fi Romance

Date Published: June 19, 2026

Publisher: Changeling Press

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“Humans are a legend. They don’t exist.”

When Lord Xev and his lover, Ra, leave their home in search of a woman to bond
with them, they know exactly where to go. Risen Outpost is the most lawless
place in the galaxy, and Pale Moon Auction House offers the finest sex slaves
on the market. What the Zaronians don’t expect is to find one of the legendary
humans for sale to the highest bidder.

Kirin Ellison doesn’t know what’s happened to her. The shock of discovering
aliens exist is bad enough, but realizing they plan to sell her as a sex slave
is far worse. Kirin watches the other women preening and displaying their
attributes, begging to belong to someone, with growing alarm. She wants her
freedom. At least she thinks she does — until one touch from Xev and Ra
enslaves her in a far more binding way than a simple exchange of a currency
could ever manage. She longs to feel everything the strange beings have to
offer, but unless Xev is willing to make a sacrifice of his own, she dare not
let him capture her heart.

 

 

Excerpt
 

 

All rights reserved.
Copyright ©2026 Ashlynn Monroe

 

Music reverberated through Kirin Ellison’s Mazda as she drove down the lonely
two lane country road. Humming along to the radio, she glanced up at the sky.
The black velvet above was dotted with stars. In the city, she never really
had the chance to see the night sky — the view here was breathtaking.

No one was expecting her back in Chicago until tomorrow. She didn’t need to
rush. Her camera lay on the passenger seat beside her. Pulling over onto the
gravel shoulder, she parked next to a fenced pasture.

The warning bell dinged as she carefully pulled out her beloved equipment.
Wedding and graduation photography paid the bills, but she couldn’t escape her
true calling — she felt drawn to beautiful panoramic landscapes.

Kirin looked up at the silky night sky and began to visualize the shots she
would take. The rural beauty was exactly what she wanted. These prints would
sell fast in the city.

Chuckling to herself, she shook off the feeling that she was being watched.
“I’ve been in the city way too long,” she muttered as she made sure the tripod
was stable.

A sudden flash to her left made her straighten and turn. She gasped as three
bluish-green lights hovered in the air.

“Oh my God!” Kirin’s hands shook as she began frantically snapping pictures.
Kirin focused intensely on the lights. She wished her camera had video
capability. She expected the hovering lights to fly away, but they didn’t.
These prints were definitely going to be a moneymaker.

The lights suddenly catapulted forward and to her horror, they now hovered
directly over her car. Her courage held her for only three more shots before
her shaking hands managed to free the camera from the tripod. Snatching up her
equipment, she rushed back to the car, but froze when a bright light
illuminated the area around her. Her eyes widened as the car levitated off the
ground. The pulsating yellow light was actually pulling the Mazda skyward.

Kirin bit her lip and stumbled backwards. She had no interest in finding out
where her car was going. Her foot slipped on the dew-damp grass and she
tumbled backward into the darkness. Pain radiated through her head and her
teeth clicked as her jaws snapped together. She blinked up and the darkness
vanished. She lay bathed in bright yellow light. Something trickled down her
neck and she realized she was bleeding, but that was the least of her worries
right now.

Blinking rapidly, Kirin tried to clear her vision, but the lights went in and
out of focus. She felt her body lifting. “No,” she moaned.

Unconsciousness claimed her.

When Kirin next opened her eyes, she blinked up at a bright light. She tried
to swallow but something was down her throat. Soft plastic cradled her nose
and mouth. She looked down her nose at the strange mask. The effort gave her
an intense headache and she tried to groan, but the tube down her throat
didn’t allow the sound to come out. She lay in a warm cocoon, perfectly
cradled in softness. To her horror, she realized she was naked. She tried to
move, but she couldn’t. The paralysis was surreal. Her vision was blurry and
she blinked rapidly, but it didn’t seem to help. She felt as if she were
floating.

Vaguely, she wondered if she’d been drugged.

A dark shadow blocked the light to the left and she tried to focus on what —
or who — it was. Her eyes widened and she tried to scream. Being immobile
added a sharp bite to her terror. The creature was tall and blue. It had
tentacles jutting out of its rather large head, and it didn’t look happy.
Coming closer, it made some sort of gibberish noise and ran its hand down her
arm, then her hip and leg. She shuddered. Something moved in a blur to her
left and she felt a quick stab of pain before her eyes fluttered closed and
darkness dragged her back into oblivion.


“This trip has been long overdue, my friend.. The burden of politics wearies
me,” Lord Xev muttered. He sighed and ran a hand through his hair.

The male between his legs took his cock into his mouth and bobbed his head
passionately up and down on Xev’s shaft. Xev watched Ra’s devotion through his
long lashes. Long, soft blond hair brushed Xev’s thighs. Eyes half closed, he
stretched his arms across the back of the divan.

The crowd bustling about the tavern and the buzz of voices only made Ra’s
fellatio more erotic. His companion made a loud popping noise as he pulled his
mouth away from Xev’s erection. Ra’s big blue eyes gazed up at him adoringly.
Xev could tell he wanted to say something.

“You may speak,” he graciously offered.

“You are right, my lord. I have felt the burden of hiding my affection for
you. I lust for you, my lord. Every time I am in the room with you, my cock
aches for your touch.”

Xev smiled down at his lover. He cared deeply for Ra. Their friendship, and
Ra’s servitude, had grown into a comfortable pattern, but something was
missing. They both agreed on that point. “I understand, my friend. The Order
would never accept our bond. Here we are free, but you know I can never leave
the Order, even to delight in the debauchery of the fringes. This is just a
short trip. We will return.”

The glimmer of hope died in Ra’s beautiful eyes and he quickly lowered his
head and kissed Xev’s balls. When Ra glanced up, tears shimmered in his eyes.
“I know your place, my lord, even as I know mine, but one can dream.”

 

 

About the Author

 

Ashlynn Monroe is a busy working mom. She loves her kids and family. Her
greatest joy is creating stories to entertain others, and she hopes they bring
a little more romance into the world. She’s been writing since her teens for
her own enjoyment but decided in her thirties to share her imagination with
readers. Ashlynn enjoys biking, camping, reading, video games, and filling her
home and life with love. If she’s not working or chasing children, you can
find her daydreaming up her next tale of romance.

 

 

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