Str-Eye-ke For A Str-Eye-ke

Senate Democrats have taken the unusual step of issuing a letter to Secretary of Defense Pete Hegseth, seeking a full accounting from him and the Pentagon for the bare minimum that the ongoing war in Iran is going to cost. The letter (PDF) was spearheaded by Sen. Elissa Slotkin (D – MI) and cites the […]

Inside The Major Bill Poised To Reshape The US Housing Market Authored by Andrew Moran via The Epoch Times, The United States may be on track to implement the first comprehensive housing legislation in decades. For the past several years, housing affordability has been a significant subject across the country, with many young people struggling to achieve the dream of homeownership. Lawmakers on both sides of the aisle have tried to reverse the trend by advancing the 21st Century Renewing Opportunity in the American Dream (ROAD) to Housing Act of 2025. Here is a...

The Upcoming AI Spend Slowdown? Submitted by Peter Tchir of Academy Securities We have been attacking this issue orthogonally for the past few weeks. Last weekend’s Cheap China Compute brought up several issues facing the AI Spend. On Thursday we published Braggawatts (which should probably be BragCompute or something), but the concept is that a lot of the announced deals are missing some, or all of the following: Enough electricity, especially at peak usage times, to fulfill their commitments. Access to water and other resources to function. Getting the various chips on time, connected and installed (hearing China is threatening to restrict exports of fiber-optic cables (another, in a long list...