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Famed short seller explains he's doubling down on his bet against data centerswww.morningstar.com/news/marketwatch/2025121648/this-famed-short-seller-explains-why-hes-doubling-down-on-his-bet-against-data-centers
295 sats \ 0 comments \ @i_am_a_seeker 3 Aug AI econ
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Investors Are Growing Wary of AI-Related Debt | The Motley Foolwww.fool.com/investing/2026/07/16/investors-are-growing-wary-of-ai-related-debt/
322 sats \ 2 comments \ @BlokchainB 17 Jul AI Stacker_Stocks
Moody’s Forecasts $3 Trillion Data Center Investment by 2030www.datacenterknowledge.com/energy-power-supply/moody-s-3-trillion-data-center-investment-by-2030-amid-power-challenges
245 sats \ 0 comments \ @BlokchainB 24 Jan AI Construction_and_Engineering
It's Not Clear Where the Returns to AI Go (Economic Forces, Brian Albrecht)www.economicforces.xyz/p/where-the-returns-to-ai-go
2294 sats \ 11 comments \ @denlillaapan 10 Jul AI econ
Michael Burry accuses Big Tech of billion-dollar fraud involving Nvidia chips.
820 sats \ 1 comment \ @economy 10 Nov 2025 Stacker_Stocks
AI stocks are in a bubble. Why are so many investors refusing to believe it?www.marketwatch.com/story/ai-stocks-are-in-a-bubble-why-are-so-many-investors-refusing-to-believe-it-cf6e1624
176 sats \ 4 comments \ @BlokchainB 26 Aug 2025 Stacker_Stocks
Nic Carter: the NVDA rally is unnerving, and not because of AI safety fearsx.com/nic__carter/status/1797635177973158182
3453 sats \ 21 comments \ @Scoresby 3 Jun 2024 econ
The Great Capital Rotation - Pierre Rochardx.com/BitcoinPierre/status/2065820796065349716
1444 sats \ 4 comments \ @Scoresby 13 Jun bitcoin econ
Is Kimi K3 the next DeepSeek Moment - Snackssherwood.news/snacks/newsletters/is-kimi-k3-the-next-deepseek-moment/
519 sats \ 3 comments \ @BlokchainB 21 Jul Stacker_Stocks AI
The Heretic’s Guide to AI’s Stars Part III: Tracepalooza & the Bezzle - Burrymichaeljburry.substack.com/p/the-heretics-guide-to-ais-stars-part
1446 sats \ 7 comments \ @Scoresby 22 Jun AI Stacker_Stocks
OpenAI’s Windows Play - Stratechery poststratechery.com/2025/openais-windows-play/
196 sats \ 2 comments \ @Car 22 Oct 2025 tech
🤸🏻Retail’s dip skip - Snackssherwood.news/snacks/newsletters/retails-dip-skip/
519 sats \ 2 comments \ @BlokchainB 7 Apr AI charts_and_maps Stacker_Stocks
Silicon Valley bets $200M on AI data centers floating in the oceanarstechnica.com/ai/2026/05/silicon-valley-bets-on-floating-ai-data-centers-powered-by-ocean-waves/
413 sats \ 10 comments \ @0xbitcoiner 6 May AI
Data centers will consume 70% of memory chips made in 2026...www.tomshardware.com/pc-components/ram/data-centers-will-consume-70-percent-of-memory-chips-made-in-2026-supply-shortfall-will-cause-the-chip-shortage-to-spread-to-other-segments
231 sats \ 1 comment \ @Bell_curve 19 Jan tech AI
The newest AI boom pitch: Host a mini data center at your homearstechnica.com/ai/2026/05/the-newest-ai-boom-pitch-host-a-mini-data-center-at-your-home/
293 sats \ 5 comments \ @0xbitcoiner 13 May AI
The mathematics of the market is starting to fail.
1015 sats \ 1 comment \ @economy 3 Nov 2025 Stacker_Stocks
⬆️ What’s up? Nearly everything - Snackssherwood.news/snacks/newsletters/whats-up-nearly-everything/
236 sats \ 0 comments \ @BlokchainB 10 Apr AI Stacker_Stocks
AI’s next bottleneck may be electricity
192 sats \ 6 comments \ @JRem 29 Jul AI
Energy IPOs surge as investors hunt for ways to play AI boomarstechnica.com/information-technology/2026/07/energy-ipos-surge-as-investors-hunt-for-ways-to-play-ai-boom/
289 sats \ 0 comments \ @0xbitcoiner 16 Jul Stacker_Stocks
Meta, Google, and Microsoft Triple Down on AI Spendingwww.wired.com/story/microsoft-google-meta-2025-earnings/
334 sats \ 1 comment \ @0xbitcoiner 30 Oct 2025 Stacker_Stocks
Will the Machines Do All the Work For Us? (Money Stuff, Matt Levine)www.bloomberg.com/opinion/newsletters/2026-08-11/pick-and-shovel-seller-financing
2088 sats \ 13 comments \ @denlillaapan 11 Aug AI econ
🏗️Why construction stocks are ripping over AI demand - Snackssherwood.news/snacks/newsletters/why-construction-stocks-are-ripping-over-ai-demand/
536 sats \ 3 comments \ @BlokchainB 21 Mar AI charts_and_maps Construction_and_Engineering Stacker_Stocks