- It's not near the top of the list of concerns about AI, but the way the buildout has everyone using "compute" as a noun is so grating. A new hill to defend (futilely).Feb 4, 2026 14:48
- Wow. Momentum longs minus momentum shorts are having the worst day that I can remember. Sandisk and AMD leading the drop. Tough day for the pod shops.
- That’s a tough ask right there.
- Lost causes are the only kind that interest me
