Livermore’s rules remain just as valuable in 1940 as they are today because human behaviors largely remain the same...

"...the AI story is becoming more Darwinian than egalitarian..."

"It’s all-you-can eat right now in many areas that are simultaneously ludicrous and deadly serious..." - Rabobank

The semiconductor squeeze is no longer just about AI. It's increasingly about leverage feeding on itself.

"...early testing shows that Jalapeño will deliver performance per watt substantially better than current state-of-the-art..."

A national emergency...

Here comes another tranche of the previously announced "hundreds of billions for nuclear"...

That is the lowest level for Cushing stocks this time of year since 2004...

"where is the capital actually going? It has to be landing somewhere. The reality, we suspect, is that mountains of expensive compute hardware are currently operating as high-tech paperweights."

...citing a growing investor demand for binary options contracts.

...new home sales have really gone nowhere for four years

GPU rental costs are falling fast and 'shortages' don't last forever...

“Gasoline prices better start going down a lot faster than what I’m seeing!”

...the silver bull market still has years to run. Maybe even another decade...

WallStreetBets: "We Need to save Wendy's" ... 

Asia represents the hardware backbone of the space economy buildout, spanning satellite buses and payloads, rocket engines, RF/GNSS chips, phased-array antennas, earth observation instruments, and in-orbit servicing.

The dollar has a message for AI bulls. So far, nobody seems interested in listening.

“The main problem for Micron is not Micron itself, but the expectations for its third-quarter earnings. Even if Micron has a stellar quarter and gives solid guidance, it may not be enough to fulfill lofty expectations.”