David Woo

American economist, investment strategist and author

1. Equity investors are dumb. They only look at nominal rather than real.

   David Woo · Monetary Matters with Jack Farley · Regulatory Risk is Coming For AI | David Woo on AI Data Center CapEx and Iran War · 2026-06-15

2. The bear case for AI is not that it's not powerful, but that it's too powerful and is going to be reined in by governments worldwide.

   David Woo · Monetary Matters with Jack Farley · Regulatory Risk is Coming For AI | David Woo on AI Data Center CapEx and Iran War · 2026-06-15

3. AI is not very good at coming up with new ideas. It's certainly not very good at coming up with new investment ideas.

   David Woo · Monetary Matters with Jack Farley · Regulatory Risk is Coming For AI | David Woo on AI Data Center CapEx and Iran War · 2026-06-15

• $MSFT Microsoft — 5 mentions
• $NVDA Nvidia — 4 mentions
• $AMZN Amazon — 3 mentions
• $MU Micron — 3 mentions
• $INTC Intel — 2 mentions
• $AVGO Broadcom — 2 mentions
• $AMD — 2 mentions
• $TSLA Tesla — 1 mention
• Wealthion - Be Financially Resilient · NVIDIA Earnings Put the AI Boom to the Test — Woo Warns of “Catastrophe” · 2026-08-26
• Monetary Matters with Jack Farley · Regulatory Risk is Coming For AI | David Woo on AI Data Center CapEx and Iran War · 2026-06-15