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Blast Radius

One man's affair cost Nvidia $192 billion on a day the rest of the market ripped. That's a blast radius the market knows how to price. The model running inside eleven thousand companies doesn't have a ticker.

Nov 10, 2026

Plata o Plomo

The voters offered AI the Escobar choice and everyone took the silver. The data center got lead because nobody would miss it. The robot is the one AI they would.

Nov 9, 2026

Grandfathered

Voters banned the competition for every data center that already exists. Then they put the owners under oath.

Nov 6, 2026

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