Everyone building data centers is talking about power and chips. Nobody's asking where 4,000 construction workers are going to sleep in a town that has 200 hotel rooms. Housing is the bottleneck nobody prices until it's too late.
You can think things through carefully and still get it wrong.
That doesn’t mean the thinking was wasted. It just means uncertainty is part of building anything real.
One thing markets teach you early is risk.
You’re constantly deciding when to stay, when to exit, when to accept being wrong.
Business feels similar at first. Then reality hits.
You’re not waiting anymore.
You’re hiring, committing money, saying yes or no with incomplete information.
Putting off a decision doesn’t feel dangerous.
Until months go by and you realize that was the decision.
Sam Altman says "people will lose jobs" to AI and "not everyone's going to like all of the impacts, but this is coming. This is a scientific achievement of humanity that is going to get embedded in everything we do," per tsarnick.
Key Earnings to Watch
💥 $ORCL (Oracle) — Heavy AI investments. Will they show growth in cloud AI adoption?
💥 $ADBE (Adobe) — AI-driven creative tools = revenue boost?
💥 $NVDA (Nvidia) — No earnings this week, but its stock moves on AI sector momentum.