To The Moon

Data Centers: AI's Golden Goose or the Next Political Lightning Rod? AI's physical backbone is being poured in concrete and copper at record speed. JPMorgan expects about $900 billion of global AI capital spending in 2026 alone, and $5.5 trillion by 2030. Nvidia's own forecast is $3–4 trillion of AI data center spending by 2030. The buildout is enormous, and it is now running into three walls at once: politics, power and investor skepticism. The power-bill backlash Virginia leads the country with 663 data centers, with Texas second at 405. Together they hold roughly 26% of all U.S. data centers. Most of the political heat comes from the PJM grid region, which covers Virginia, Ohio and Illinois. Home electricity prices there rose about 13% in Virginia, 16% in Illinois and 12% in Ohio over t

Things are shrouded in mystery.

The U.S. midterm elections are over, but the real policy battle is only beginning. On November 4, following the Democrats' victory in both chambers of Congress, House Democratic leader Hakeem Jeffries outlined an ambitious agenda for the next Congress. The priorities are clear: restore Affordable Care Act (ACA) subsidies, reverse Medicaid spending cuts, challenge Trump's tariffs, and ban members of Congress from trading individual stocks. And Wall Street is already reacting. On November 4, the Dow Jones Industrial Average surged 3%, the S&P 500 gained 1.6%, and the Nasdaq Composite rose 1.4%. Healthcare stocks were among the most interesting movers. Centene jumped approximately 12.6%, while Molina Healthcare climbed around 8.9%, as investors began pricing in potential changes to federa

Data Centers: AI's Golden Goose or the Next Political Lightning Rod? AI's physical backbone is being poured in concrete and copper at record speed. JPMorgan expects about $900 billion of global AI capital spending in 2026 alone, and $5.5 trillion by 2030. Nvidia's own forecast is $3–4 trillion of AI data center spending by 2030. The buildout is enormous, and it is now running into three walls at once: politics, power and investor skepticism. The power-bill backlash Virginia leads the country with 663 data centers, with Texas second at 405. Together they hold roughly 26% of all U.S. data centers. Most of the political heat comes from the PJM grid region, which covers Virginia, Ohio and Illinois. Home electricity prices there rose about 13% in Virginia, 16% in Illinois and 12% in Ohio over t

The U.S. midterm elections are over, but the real policy battle is only beginning. On November 4, following the Democrats' victory in both chambers of Congress, House Democratic leader Hakeem Jeffries outlined an ambitious agenda for the next Congress. The priorities are clear: restore Affordable Care Act (ACA) subsidies, reverse Medicaid spending cuts, challenge Trump's tariffs, and ban members of Congress from trading individual stocks. And Wall Street is already reacting. On November 4, the Dow Jones Industrial Average surged 3%, the S&P 500 gained 1.6%, and the Nasdaq Composite rose 1.4%. Healthcare stocks were among the most interesting movers. Centene jumped approximately 12.6%, while Molina Healthcare climbed around 8.9%, as investors began pricing in potential changes to federa

Things are shrouded in mystery.