Bunge Limited

• CI Capicraft Investment Partners Capicraft Newsletter Third Quarter 2026 ↗ Capicraft argues that the AI infrastructure boom is constrained by electricity, cooling, copper, equipment and credit, leaving technology-led equity indices vulnerable to a reversal in capital spending. The portfolios remain overweight real assets, including energy, agricultural commodities and Bunge, while adding a small allocation to long-dated nominal government bonds as a counterweight to a growth slowdown. Third Quarter 2026 AMZN $2.9TGOOGL $3.5TMETA $1.6T +1

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