MTG Rips Ex-Twitter Execs New Cloaca As AOC Melts Down With Hysterical Lies

Three Key Constraints That Could Derail The Data Center Buildout Story The data center investment macro story centers on hyperscalers such as Microsoft, Alphabet, Meta, and Amazon Web Services, whose massive cloud computing services are becoming the backbone for AI workloads, including ChatGPT and others. However, as we've previously noted, the data center buildout has run into supply-chain snarls, including memory chip shortages, power-grid constraints, and even a shortage of turbine blades for natural-gas generators. The data center boom powering the AI revolution is certaintly impressive to watch unfold, but it...

Israeli military vehicles rolled into the town of Hadr in Syria’s Quneitra Governorate on Wednesday and raised the Israeli flag over the town’s entrance. Locals say they also closed all but one road leading into or out of the town, and established a checkpoint on that road as well. Though Israel routinely raids Quneitra’s towns […]

These Consumer Goods Could Be First To Vanish As "Supply Shock" Disrupts Asian Factories Goldman analysts warned that the petrochemical supply shock sweeping across Asia is now morphing into a full-blown COGS shock, hitting a range of industries with factories across the region. The immediate consequence is that manufacturers - from sofa makers to apparel producers - are being forced to dial back production and, in some cases, idle plants altogether as soaring petrochemical-linked input costs drive up the price of plastics and other key materials. In the note "Petrochemical...