Mastodawn

Eric Maugendre about emissions 16h ago

🫧 pop

A chip maker adjusts to demand: slows the production of AI-specialized chips to increase their delivery of general-purpose DRAM.

#AIBubble #demand #leverage #inflation #sellerInflation #commodities #semiConductors #humor #markets #humour #sarcasm

The bigger the boom, the harde...

The bigger the boom, the harder the (K-)pop

The AI gold rush discovered gravity

Gold and Geopolitics

Eric Maugendre about carbon 16h ago

🫧 pop

A chip maker adjusts to demand: slows the production of AI-specialized chips to increase their delivery of general-purpose DRAM.

https://no01.substack.com/p/the-bigger-the-boom-the-harder-the

#Nvidia #AIBubble #demand #humour #sarcasm #leverage #inflation #sellerInflation #commodities #semiConductors #humor #markets

The bigger the boom, the harder the (K-)pop

The AI gold rush discovered gravity

Gold and Geopolitics

Eric Maugendre about carbon Apr 2

A status report on commodities and on military hardware: https://no01.substack.com/p/so-much-winning

#humour #sarcasm #leverage #inflation #sellerInflation #commodities #Iran #Hormuz #warOnIran #agriculture #semiConductors #AIBubble #humor #water #markets #energyTransition #corruption #demandDestruction #military #fossilFuels

So much winning

Please make it stop, Mr. President

Gold and Geopolitics