Watch Washington long enough and a pattern emerges. Treaty allies get hauled over the coals in public. Israel’s prime minister has been dressed down by the State Department, second-guessed by his own…
A rare pairing of two of the most valuable words in the tech-naming lexicon — “Moonshot” and “Computing” — combined into a single, clean, exact-match .com. Why it commands attention Built-in ambition.…
Seventeenth time down the pile. Same handling — gather, arrange, resist the urge to tie it together. Two on where the AI money is actually going. Meta’s compute pivot sits at the center of where…
Sixteenth pass. The accumulation refills faster than anything empties it, so here is another handful, unsorted. Markets, first, and the tape is unhappy. There’s the case for a bounce in SOX down 5.3%…
Another round through the accumulation. No organizing idea, as usual — just what was still open. Two on the memory chain, working the same problem from different ends. AMD’s acquisition of MEXT to…
The tabs accumulated again. Same treatment as always — proximity instead of argument. Policy first, and it’s a substitution rather than a repeal: the country-specific reciprocal tariffs are gone,…
Another accumulation, another refusal to cohere. Set them together and let them sit. Markets open on a single bad day with long consequences. IBM’s 25% fall on a 3.7% revenue miss repriced the story…
New batch, same method: gather what accumulated, put it side by side, skip the thesis. Money leads with a capex problem. TSMC delivered a fifth straight record quarter and the market sold it anyway —…
Israelis go to the polls on October 27 in what is already being described as Benjamin Netanyahu’s last stand — the first national vote since the October 7, 2023 attacks, and one increasingly shaped…
Vice President JD Vance’s escalating public criticism of Israel is being read across Washington less as a foreign policy correction than as the opening move of a 2028 presidential campaign — one built…