Parabolic Semiconductor Rally Is Pricing In 2028 Already

Gulf Energy Shock Spreads To Global Plastics As War Sparks Force Majeure Wave Building on our earlier "Global Demand Destruction" note, which mapped how the Gulf energy shock is spreading globally and the immediate effects of rationing, price controls, and fuel shortages, another second-order disruption is quickly emerging: supply chain disruptions in critical plastic feedstocks. Plastics are core to the modern economy, and a troubling new Bloomberg report indicates that several producers of monoethylene glycol (MEG) and purified terephthalic acid (PTA) have declared force majeure, as tanker flows through the Strait...

New Jersey Microsoft-Linked Data Center Hit With Record Fine Over Unpermitted Gas Generators A New Jersey AI infrastructure project has been slapped with a $1.07 million environmental penalty after state officials determined that dozens of large natural-gas generators had been running without the necessary air permits, according to The Guardian.  The fine against DataOne is the biggest New Jersey regulators have imposed on a data center. The generators were being used at the company’s Vineland complex, a large computing facility about 40 miles from Philadelphia that is expected to support Microsoft’s...

YouTube Removes Pro-Iran Channel Producing Anti-Trump Videos Via Middle East Eye Google, the owners of YouTube, has removed a channel on the platform belonging to a pro-Iran group producing Lego-themed videos mocking Donald Trump. "Upon review, we’ve terminated the channel for violating our Spam, deceptive practices and scams policies," a YouTube spokesperson told Middle East Eye. "YouTube doesn’t allow spam, scams, or other deceptive practices that take advantage of the YouTube community."  Explosive Media's content largely consists of animations ridiculing the US war effort against Iran and poking fun at the US president. YouTube did not specify...