The Margin Machine: Navigating the "Physical AI" Shift and Trade Tsunami

The Margin Machine: Navigating the "Physical AI" Shift and Trade Tsunami

The Margin Machine: Navigating the "Physical AI" Shift and Trade TsunamiGreg Rusnell
Published on: 20/03/2026

Micron hits record margins while Deloitte warns the Physical AI window is closing. Greg Rusnell analyzes how to bridge the 18% integration gap and navigate the USTR’s new Section 301 Tsunami in the 2026 "Execution Era."

Micron Q2 2026 EarningsPhysical AI Deloitte 2026Section 301 Probe Jamieson GreerManufacturing Optimism NAM Q1Manufacturing Governance
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The Five-Month Countdown: Capitalizing Your Exit from the Global Chokepoint

The Five-Month Countdown: Capitalizing Your Exit from the Global Chokepoint

The Five-Month Countdown: Capitalizing Your Exit from the Global ChokepointGreg Rusnell
Published on: 13/03/2026

Section 301 tariffs hit 16 nations while Hormuz spikes energy costs. Greg Rusnell breaks down how forensic SPO discipline provides the emergency liquidity needed to pivot supply chains and fund the 2026 "Execution Era."

Section 301 Investigation 2026Hormuz Energy SpikePermitting ReformOpEx RemediationManufacturing GovernanceStructural Profit Optimization
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