Nvidia Gets $690BN, The Other 499 Get $340BN: Tracing Every Dollar Of 2027's AI Capex
Nearly $700 billion goes to one company, $195 billion hides in lease footnotes, and AI is now on the hook for 78% of next year's S&P earnings growth
Nearly $700 billion goes to one company, $195 billion hides in lease footnotes, and AI is now on the hook for 78% of next year's S&P earnings growth
Consumed by nation-killing Third Worldism through a decade of unfettered mass migration...
Hedge funds dumped AI at a 3-sigma pace, Korea's KOSPI hit a record-low 4.3x forward P/E, and AI companies are still expected to deliver 78% of next year's S&P earnings growth.
"Last year I thought Threads was an existential risk to X." But now ...
"Frankly, we are screwing over families in certain parts of the city. Neighborhood schools will by definition be segregated schools..."
Procedural win for Tesla leaves underlying false advertising allegations intact while blocking joint litigation by thousands of California purchasers...
"One of the central themes we took away from the presentations is that physical AI and robotics are moving beyond the science project phase and toward commercial utility."
Contrasting narratives emerge while Houthis claim video proof...
Goldman's oil research says the war premium is on its way out... Goldman's futures desk says the hedge funds are paying up in case it isn't...
The 10-year could touch 6% on forced selling, but with core inflation cooling and growth stalling, 6% looks far more like the top of this cycle than a new floor...
NOVA Gas Transmission, called NGTL, appears to have a pipeline that runs through part of an area on the base called "Permanent Danger Area 3B H1."
Under the Carney Administration, you can check out any time you like, but you can never leave...
'I want young people coming out of school to be like, Lord, [working for a Republican] might be buying myself a ton of problems that I don't want, and so let me avoid participating in that..."
The sell signal may be over, but the selling is just getting started.
The financial excess is staggering. The psychological fallout from unwinding it could be even worse.
Four reactors, one tenant, and a founder who won't go away...
Far-left candidates court socialist influencers in primaries, then pivot to the center for the general election...
When the median stock is 15% off its high and the index 2%, it is a lot easier for 10 stocks to fall than for 490 to rally...
