Realizing this isn’t a race to grow for the mega cap techs… it’s a race for survival
The reaction to Microsoft to this should be larger.
The common accepted view for years has been “Microsoft products are ‘ok’ but they win through distribution and bundling.”
Anthropic is moving at a faster velocity, powered by a stronger AI engine focused on user delight.
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No demand destruction #oott
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FedEx and ups rate hikes go into effect Jan 1
So everything that ships gets 5% more expensive YoY.
Inflation not going anywhere until demand rejects
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Bad
EU natural gas inventories in % of full - EU at 72.65%
Germany at 59.21%, Italy at 89.16%, France at 81.51%, Netherlands at 63.75%, Austria at 64.58%, Spain at 80.78% agsi.gie.eu
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Wow all these guys balls long rationalizing an affair is hilarious bc the spy part is clearly all that matters
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If ur a democrat in congress do you create an environment for a market tanking bc it destroys what Trump loves and increases chances it rips under a blue White House?
If so, step 1 was data center rhetoric
Step 2 is ban nvda chip sales to anyone until investigation is complete
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