Escalating Energy Shock Exposing Central Bank Limits | Weekly Roundup

I think we should be also equally focused on things like the helium market because, that is just a very— that's a 1-to-1 input into compute buildout.

all these countries, they're going to need to double, triple, quadruple their security budgets because no longer... they're going to have to start investing in straight up Hormuz security, their own security, weapons, defense.

volatility can't be suppressed, only transferred... people are trying to suppress the volatility of CL front month futures. But then you look at what's going on in Oman and Dubai oil, and that's above $160.