ONE modern AI data center can chew through as much electricity as 100,000 homes.
"AI has not just increased demand for memory, it has fundamentally recast memory as a defining strategic asset in the AI era."
When you start to see a chain of "incidents," it's only natural to look for a pattern.
I compared this economy to a game of Jenga. The tower keeps stacking higher, but we aren’t on sturdy foundation
Before any investing strategy, you need to know where your dollars come from, where they go, and what you're really worth.
The Iran war has changed the energy picture. Here is the trade I'm running and the reasoning behind every leg of it.
Net profit generated by Patreon From August 2025 - March 2026
A good deal is not just a nice house with good bones. It is a set of numbers with a margin of safety.
"The person that turns over the most rocks wins the game. And that's always been my philosophy."
Royal Caribbean is a leveraged consumer-cyclical staring down fuel inflation, a K-shaped consumer, and Caribbean geopolitical risk. I'm short the Dec '26 $370 calls.