To The Moon

The interesting question isn't whether Democrats are good or bad for technology stocks. It is whether Wall Street has started questioning the economics of the AI capital-expenditure race. Wednesday's rally is consistent with investors becoming more enthusiastic about AI infrastructure scarcity than unlimited AI infrastructure expansion. And that raises a much bigger question: If restricting AI data-centre construction makes Big Tech shares rise, was Wall Street already becoming uncomfortable with the enormous amount of money these companies were spending? I think that is the most important economic signal in the article. It is consistent with growing capital-efficiency concerns, although one day's market reaction is not enough to prove a lasting change in sentiment.

Oh, so everyone was cheering for less AI regulation? How reassuring! What could possibly go wrong with giving the world's most powerful technology fewer rules and hoping the companies developing it will regulate themselves? [Facepalm]  

If he were in the ballot, everyone will be under the landslide.

The scariest thing isn't the Democrats winning. It's the terrifying realization that, after all the lies, chaos, corruption, tantrums, and world-class clown performances, there are STILL millions of people worshipping TACO like he's some kind of genius. At this point, the real crisis isn't political anymore — it's a spectacular collapse of critical thinking. Apparently, stupidity doesn't just survive in America. It votes, cheers, and proudly wears a red hat. 😂🤡

Today, we'll see just how deeply identity-protective cognition has taken hold among American voters. And before anyone says, “What about you?” — let me be clear: I was rooting for Trump two years ago. I own that decision. Nobody forced me to support him, and I'm not going to pretend otherwise. But after everything he has said and done since, I've changed my mind. I was wrong about him, and I'm willing to admit it. Loyalty should never come at the expense of independent judgment. If the facts change, so should our conclusions. And if we get it wrong, we should have the courage to own it.

Today, we'll see just how deeply identity-protective cognition has taken hold among American voters. And before anyone says, “What about you?” — let me be clear: I was rooting for Trump two years ago. I own that decision. Nobody forced me to support him, and I'm not going to pretend otherwise. But after everything he has said and done since, I've changed my mind. I was wrong about him, and I'm willing to admit it. Loyalty should never come at the expense of independent judgment. If the facts change, so should our conclusions. And if we get it wrong, we should have the courage to own it.

I want to see only blue [Happy]  [Grin]  [Sly]  

$Intel(INTC)$  https://finance.yahoo.com/markets/stocks/articles/intel-stocks-fall-4-25-190907098.html?utm_source=chatgpt.com....see this news. This was 2 weeks ago. But you and I know the impact just 14 hours ago [Spurting]  [Glance]  [Surprised]  

U.S. President Trump said the war with Iran will end soon,  whatever that means.[Facepalm]  

Why neber tell me yesterday? [Facepalm]  [Spurting]  [Anger]  [Shy]  [Cry]