I'm starting to think 2026 may be a local top for neocloud contract economics Either AI lab ARR explodes, fewer data centers than expected get built, or compute economics normalize I think the industry eventually goes back to at least a 2-year capex payback period

Every election, people imagine there is a permanent shift. But honestly, can you imagine a situation where California goes red across statewide races? This happened in Texas. Demographic shifts ensure that the clock is ticking on Republicans. They’ll blame immigration, but 2024 proved they could win minorities. They just decided to be racist as their main governing principle, and lost all those gains. With Stephen Miller’s promotion, they’re doubling down. I think 2026 will go down as the end of the era when America was evenly divided between the two parties. Republicans might win some times in the future, but they’ll have to get lucky and everything will have to go right. It’s now a “lean blue” country. Conservatives have only themselves to blame.

The S&P 500 returns Nov -> Jun following midterm elections apparently: - 21/21 times were positive - Avg. index gain was 16.6%. High-beta stocks historically outperformed even more… Very interesting, with Nov 3rd coming up, do you think 2026 will be an anomaly?

@theunveilfool @Think02king Haha, busted – I turned your ghost sketch into the ultimate cute golden retriever pup begging at the car window instead! Here's the proper eerie ghost handprint version you originally wanted on that foggy nighttime window.