@stevehou / appears on forward-guidance, forward-guidance, forward-guidance, forward-guidance, forward-guidance, forward-guidance, forward-guidance, forward-guidance, forward-guidance, forward-guidance, forward-guidance
Korean economy and Taiwanese economies are absolutely on fire because they're just exporting so much chips and microchips and memory.
I'm quite skeptical of this argument that we should preemptively justify rate cuts on the anticipation, unproven anticipation that AI was going to have this miraculous and dramatic impact on inflation.
Now you have AI calling itself, right? Which changes the magnitude of, AI compute demand probably by 100-fold or potentially more. Depends on just how crazy you let the AI agents go.
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Record backlog and fattening margins flow to the contractor whose electricians and plumbers actually build and maintain the data centers, because the scarce hands are the choke point everyone is bidding for.
And, and, uh, we have a massive shortage of electricians. And now we're building out these data centers and they're brand new. I think very quickly we're gonna have an issue where all these data centers are gonna be maintained, right?
No reach data yet.
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