5 things that could break the tech growth thesis:

1. AI bubble burst if ROI disappoints
2. Power grid cannot keep pace (most likely)
3. US-China chip war escalation
4. Regulatory backlash against AI/data
5. Sustained high interest rates

I assessed probability for each. Number 2 is already happening in Northern Virginia, Dublin, and Singapore.

Full counter-argument analysis:
https://resistancezero.com/geopolitics-2.html

#AIBubble #TechInvestment #Geopolitics #SemiconductorWar #EnergyConstraints #RiskAnalysis

#FYI #PaulBeckwith video lecture and literature review #satellite #collision #cascade #space #CarringtonEvent #RiskAnalysis #CRASHclock

Apocalypse bingo 16. February 2026... Who has the satellites?

https://www.youtube.com/watch?v=LuVOM067OOo

Thousands of studies describe Rayleigh–Taylor instability, and most hydrogeological models acknowledge its importance in contaminant transport.

However, in studies of the Svystunova gully mine-water storage pond, I have not seen density explicitly accounted for — despite highly mineralized waters where this factor can fundamentally change plume behaviour.
By calculating solution density within the contamination halo, I demonstrated a real risk of gravity-driven sinking of the contamination plume to the base of the aquifer. This finding adds a critical dimension to impact assessment and is now documented as a standalone section in my ongoing report.

If you work with mine water, aquifers contamination, or long-term contamination modelling, this is a parameter worth revisiting.

#Hydrogeochemistry #Groundwater #MineWater #PHREEQC #RStats #QGIS #EnvironmentalRisk #Contamination #RiskAnalysis #SvystunovaGully