Short interest barely measures the same thing it did in 2008.
It only counts one thing: shares people borrow and sell to bet against the market.
Back in ‘08, that was basically the only way to bet on a drop. Today it’s a tiny slice. Most bearish bets now happen through options, futures, and “short” ETFs that don’t show up in that number at all.
Comparing 08 to 26 is some low IQ bear copium
$IBM the next CPU play like $QCOM
Was one of the first to callout $QCOM but $IBM may be an overlooked way to play the CPU and memory shortage because it benefits from the infrastructure problems AI creates, not just from selling more chips.
As AI agents scale across enterprises, they dramatically increase demand for CPU cycles, memory, and constant backend processing (databases, workflows, retrieval, orchestration).
IBM’s advantage is that zSystems and Power Systems are built for consolidation: they run massive workloads with very high memory capacity and utilization on fewer machines. Instead of adding thousands of standard servers, enterprises can compress workloads into fewer IBM systems, reducing server sprawl, power usage, and memory duplication.
zSystems dominate mission-critical transaction environments (banks, governments, payments), while Power Systems handle large-scale enterprise compute and data workloads. watsonx extends this into AI deployment inside those same environments.
So the core idea is AI agents increase infrastructure demand, but $IBM benefits when that demand forces companies to prioritize efficiency especially during shortages
The Commanders were below average in this metric in the 2023 draft and again in 2024, consistently reaching for players.
But last year, Washington finished #11.
This year, they finished No. 1 in the NFL in terms of draft capital over expected.
Washington didn’t have much capital, but it grabbed value early and often.
It started in Round 1, when Sonny Styles slipped from an expected top-five pick to the Commanders at No. 7.
With Friday’s only pick, the Commanders drafted WR Antonio Williams in Round 3 at No. 71 when he was expected to go at No. 66.
But their Saturday picks flashed even more value.
In Round 5, they took EDGE Joshua Josephs at No. 146 when he was expected to go No. 77.
In Round 6, they drafted RB Kaytron Allen at No. 186 when he was expected to go No. 130.
Later that round, they grabbed C Matt Gulbin from Michigan State at No. 208 when he was expected to go No. 168.
This was an exercise in maximizing draft capital and making more out of less by drafting players the vast majority of evaluators expected to go earlier in the draft.
- Love, Delane, Styles, Downs, or Tate at 7
- JD5 mvp season
- Top 10 defense
- Healthy Scary Terry
- Trey Amos as CB1
- Luvu bounce back season
- Mikey bounce back season
@john_keim@Schultz_Report Dear Adam Peters,
I would like to apologize for doubting your legendary skills. Thank you for resigning the greatest guard of all time @BigChrisPaul. Commander nation loves you