The Real Numbers: Counting Gaza’s Dead and Disappeared

Musk: SpaceX Is Actively Seeking More AI Compute Customers, After Anthropic Deal By Sebatsian Moss of Data Center Dynamics SpaceX's xAI subsidiary is looking to score more data center compute lease deals, after it sold all of the capacity of Colossus I to Anthropic. That deal will see Grok's competitor pay $1.25 billion a month over the next three years for the 300MW facility. The deal can be terminated by either party, with 90 days' notice. "As the recently expanded partnership with Anthropic demonstrates, SpaceX is offering AI compute as a service at significant scale," CEO Elon...

Parabolic Semiconductor Rally Is Pricing In 2028 Already Authored by Lance Roberts via RealInvestmentAdvice.com, The parabolic semiconductor rally crossed a line this week. SOXX, the iShares Semiconductor ETF, closed Friday at $509.77 after touching a fresh intraday high of $511.68. That’s a gain of roughly 244% from the April 2025 low of $148.31. Most of that move has been compressed into the last two months alone. Since mid-March, SOXX has tacked on another 58%. The chart is now textbook parabolic. And parabolic charts almost never end politely. If you wanted a real-time...

On March 3rd, Israel’s Channel 12, the IDF, Trump were all singing from the same hymn sheet: Iran’s launchers are virtually all destroyed, missile fire is collapsing, they’re running out. Trump from his golf resort: “We’ve wiped every single force in Iran out, very completely.” The war is “very complete, pretty much.” It’ll end “very […]