Things are good and they’re gonna stay that way. The Turkey Gods are coming and then we will get to enjoy in the revelry of wanton consumerism, foisting ourselves into 2025 at what we can hope to be recourd highs. Before discussing this potential trade, I want to preface it with the fact that I...Read More

I wanted to convey my thoughts on AI and datacenters and then finally the power necessary to power these systems in one condensed post. This is a difficult task because the vast majority of the facts I know are stuck in my head, placed there by countless hours of listening to conference calls and reading...Read More

If you’re reading this now $BTC is teetering and on the verge of cresting above $100,000 for the first time. I have long since attempted to rationalize prices and simply accept them as a reality foisted upon me by the result of money and emotions converging in the market. Some people I know justify their...Read More

Here is the raw data for what can only be described as an expected spectacular quarter.NVIDIA prelim Q3 $0.81 vs $0.75 FactSet Consensus; revs $35.08 bln vs $33.15 bln FactSet ConsensusNVIDIA sees Q4 revs $36.75-38.25 bln vs $37.09 bln FactSet ConsensusData Center revenue was a record, up 112% from a year ago and up 17% sequentially....Read More

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