"Since January 1st, the rate at which the stands for delivery have been increasing has been at roughly four times last year's ...

The thesis holds that a multi-decade super cycle Credit Bubble - over recent years succumbing to 'terminal phase excess' - ...

And it's created a big bubble in a pocket of the US economy. "There is no acknowledgment today that, yet again, we have a super-duper credit bubble on our hands," he wrote in a note on Thursday.

Texas officials should think twice about committing taxpayer dollars to power AI, lest they waste tens of billions of public ...

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