“The high level reason that IBM is not well positioned... is that AI spending is currently flowing into GPUs, memory, networking, hyperscale cloud computing, and frontier model inference. IBM is not a ”
IBM is bleeding enterprise budget share as customers divert cash away from legacy mainframes to fund physical AI infrastructure, sending shares crashing 25%.
“The data centers are going to get built. And if they're not built here, that means hundreds of billions of dollars of revenue basically flowing through other countries.”
New York just slapped a moratorium on data centers over 50 megawatts, choking off the domestic growth pipeline that feeds 52% of Digital Realty's rent.
“Hollywood is in decline. I don't think anyone can dispute that. And frankly, there are comparisons to Detroit of decades ago... to even say that we live in an era of like Netflix and YouTube almost se”
Audiences permanently abandoned the 45-day theatrical window for streaming and AI, crushing heavily indebted theater chains under structural decline.
“The minute this deal happens, folks at Paramount are going to start looking how to offload the real estate that is currently used by CBS News and move CBS News operations into Hudson Yards at CNN. And”
The Paramount merger will dump duplicative studio lots onto the market to service $80 billion in debt, crushing the value of Hudson Pacific's sound stages.
“I think 2026 is the year where these technologies are going from being fringe technologies which people are adopting on the site to actually technologies which, you know, entire discovery programs are”
Pharma giants are pouring their massive R&D budgets into AI molecule design, fueling a 124 percent revenue surge for Schrodinger's computational platform.
“Over the last year, we've really completely transformed our business. Once upon a time, we were a Bitcoin miner... We signed a series of leases with hyperscalers or with companies affiliated and backe”
Cipher is transforming its 4.2 gigawatt power portfolio from crypto mining into a massive real estate play by signing multi-decade AI leases with tech giants.