@JG_Nuke what’s your take on this inventory increase? They all scream demand, and inventory continues to grow. Cause the “backlog”. I’d like for one of these jabronis to share this backlog. Maybe the not smuggled gpus are collecting dust?
@leadlagreport 161 ✅ BOJ burned $63B in UST defending 160 recently. Yen said IDGAF. inflation running hot, yen weakness continues -i assume next stop a historic UST dump .what breaks first: reserves or the bond market? Energy shock is not over. Trying to wrap my head around forces converging
@JG_Nuke
Just to make sure I’m following this all correctly:
Public is fighting against data centers. admin will use our taxes to invest in AI companies.
BREAKING: President Trump says the Trump Administration might buy equity stakes in US AI companies and that he will host a meeting with AI executives as soon as next week, per Reuters.