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'Caution Is Warranted': Ed Dowd Warns Wall Street's AI CapEx Party Is Ending
'Caution Is Warranted': Ed Dowd Warns Wall Street's AI CapEx Party Is Ending
Authored by Ed Dowd via 'Beyond The Narrative' substack,
The signs are piling up faster than the hype can spin them. AI capex has been the rocket fuel for markets, but the second derivative is turning. Factors ending the party:
Private credit stalled — flows reversing, redemptions surging, industry effectively paused.
Enterprise demand cracking — ROI skepticism, token costs biting, data/alpha extraction backlash.
Power constraints hitting hard — the grid can’t scale without massive, long lead time builds or dystopian reallocation.
Open-source pressure — Chinese based...
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Texas To Face $700 Million In Federal Penalties For SNAP Errors Through 2027
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Authored by Sylvia Xu via The Epoch Times,
Texas is expected to pay $708 million more by 2027 to the federal government in penalties for erroneous distributions from the Supplemental Nutrition Assistance Program (SNAP).
The state officials released the cost in a presentation to the Senate Committee on Health and Human Services on April 8.
The state payment error rate was estimated to be nearly 9 percent in fiscal year 2025, totaling $627 million in erroneous payments.
Under the One Big...
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