That 2015 slide from Social Capital stays evergreen: Amazon “turns every cost into a source of revenue”.

April comes in...uhh... soft? Going to be an interesting week for US labor data this week. Let's throw aggregate US payroll tax withholding data into that mix. We'll see if April is just a one month oddity or the beginning of labor market softness in the coming months...

Infected people already got on flights. One of the victims literally died in the airport.

Hassett on American consumers: "Credit card spending is through the roof. They're spending more on gasoline, but they're spending more on everything else too."

Elon rn

US GRID UNDER PRESSURE: AI DEMAND FORCES REDESIGN The US power grid overseen by PJM Interconnection (serving 67M people across 13 states) is no longer fit for purpose amid surging electricity demand from data centers, according to CEO David Mills. In a letter to stakeholders,

2 pandemics before you touched Super Bowl turf .Josh Allen

the ‘do your own research’ crowd discovered hantavirus 14 minutes ago and already cured it with ivermectin 😭

During a conference call to discuss Q4, ARM CEO Rene Haas said he saw unit growth for phones “flip to negative” last quarter

still raw dogging your tenders?

I wholeheartedly support this stance. If you are a fan of Sarah Palin and this does become a problem... please raw dog pandemic 2.0.

COLUMN: China is quietly slashing oil imports, an invisible hand that's rebalancing the market in the middle of the Hormuz closure. (The shift has not only capped benchmark oil prices, but also triggered a collapse in physical differentials) @Opinion bloomberg.com/opinion/articl…

فجأة، يتم إغلاق مضيق هرمز، وتتوقف صادرات قطر و الإمارات من الغاز المسال إلى آسيا، وتقوم الولايات المتحدة بزيادة صادراتها من الغاز المسال لتصل إلى أعلى مستوى لها تاريخيا... ويتم تحويل شحنات عديد من أوروبا لآسيا لبيعها بأسعار أعلى.... وفجأة يتم الانتهاء من محطتي غاز مسال في الوقت

Further price hikes from Texas Intruments. $TXN Second round of price increase from analog and power companies is happening.

There are so many insane wildly misleading stories coming out about data centers almost every day now that I'm mostly having to give up on commenting on them to focus on actually getting blog posts out, but it feels like a tsunami. I'll share one from just today as an example.

"Rapid de-dollarization" is, very precisely, the kind of thing that sounds smart to dumb people. It's for left-wing tankies and New Right dipshits who listen to podcasts with Mearsheimer, Pape, and Sachs, and then post on X about how the BRICS are going to wage war against the

TSMC is building a Silicon Photonics empire, aggressively pursuing Co-Packaged Optics (CPO) opportunities with subsidiaries Xintec and VisEra, as well as other supply chain partners in packaging, testing, and optical components, media report, citing unnamed supply chain sources.

Taiwan’s supply of LNG (liquified natural gas) is now secure through September, media report, citing the economics ministry. Ever since the Middle East conflict began Feb. 28, Taiwan has scrambled to secure lasting supplies. Qatar was a major LNG supplier to Taiwan before