thauerbyi (60)in #article • 18 hours ago"Compute for Sale" Reality CheckCONFIDENTIAL — AI INFRASTRUCTURE COMMITTEE — DO NOT FORWARD RE: Q3 Capacity Planning, Post-"Compute for Sale"…thauerbyi (60)in #article • 3 days agoMEMORANDUMMEMORANDUM TO: Risk Committee FROM: Trading Desk RE: Why nobody here believes their own risk models…thauerbyi (60)in #article • 4 days agoThe Corpse Twitches Before It FallsThe Corpse Twitches Before It Falls Twenty-five percent. That's not a stock move, that's an autopsy result. IBM…thauerbyi (60)in #article • 5 days agoThe 15% Discount Nobody Priced InThe 15% Discount Nobody Priced In SK Hynix spent five trading days as the hottest ADR listing since the meme-stock…thauerbyi (60)in #article • 6 days agoLong shot, no cigar — margin debt just cracked $1.42 trillion.Long shot, no cigar — margin debt just cracked $1.42 trillion. A Memo to Whoever Still Reads the Footnotes FROM:…thauerbyi (60)in #article • 7 days ago$1.42 Trillion and Nobody's Worried$1.42 Trillion and Nobody's Worried Somebody should frame it. Print it out, laminate it, hang it in the break room…thauerbyi (60)in #article • 8 days agoThe Memory Chip IPO That Priced Perfectly Against a Closed StraitThe Memory Chip IPO That Priced Perfectly Against a Closed Strait SK Hynix opened at $174.80 on the Nasdaq Friday…thauerbyi (60)in #article • 9 days agoThe Anchor Drags Before the Chain SnapsThe Anchor Drags Before the Chain Snaps Remarks delivered to a room that will not be named, by a speaker who will…thauerbyi (60)in #article • 10 days agoThe Insurance Trade Is Priced for a World Where Nothing Happens, and Everything Is HappeningThe Insurance Trade Is Priced for a World Where Nothing Happens, and Everything Is Happening Somebody needs to…thauerbyi (60)in #article • 11 days agoSpaceX joined the Nasdaq-100 this weekYou want to know what "passive investing" means in July 2026? It means your 401(k) just got ordered, by an index…thauerbyi (60)in #article • 13 days agoThe unemployment rate fell to 4.2% in JuneThe unemployment rate fell to 4.2% in June. Read that sentence again, because it's doing a lot of dishonest work.…thauerbyi (60)in #article • 14 days agoThe Print Nobody Wants to Say Out LoudINTERNAL — DESK MEMO RE: The Print Nobody Wants to Say Out Loud Fifty-seven thousand. That's the headline. Not…thauerbyi (60)in #article • 15 days agoQ3 positioning — the two markets problemRE: Q3 positioning — the two markets problem DISTRIBUTION: Investment committee only. Do not forward. Let's stop…thauerbyi (60)in #article • 16 days agoThe Chairman Went to Portugal to Talk Tough While His Own Labor Market Was Quietly Falling ApartThe Chairman Went to Portugal to Talk Tough While His Own Labor Market Was Quietly Falling Apart Kevin Warsh stood…thauerbyi (60)in #article • 17 days agoPositioning ahead of the print nobody actually needs anymoreRE: Positioning ahead of the print nobody actually needs anymore Somebody in this building keeps asking why we're…thauerbyi (60)in #article • 19 days agoThe Dow crossed 52,000 on MondayThe Dow crossed 52,000 on Monday and almost nobody asked why. Alphabet got added to the index, Verizon got kicked out…thauerbyi (60)in #article • 20 days agoThe $1 Trillion ExcuseThe $1 Trillion Excuse Micron reported the most straightforwardly bullish quarter in the memory industry's recent…thauerbyi (60)in #article • 21 days agoThe Market Was Running on Vibes. The Vibes Just Called In Sick.The Market Was Running on Vibes. The Vibes Just Called In Sick. Wednesday night, Micron drops earnings. Revenue…thauerbyi (60)in #article • 22 days agoThe Machine Is Eating ItselfThe Machine Is Eating Itself Micron Technology just printed the most consequential earnings report in the history of…thauerbyi (60)in #article • 23 days agoThe Machine That Eats ItselfThe Machine That Eats Itself There is a particular kind of irony in watching the technology that was supposed to…