The AI Stack -- $8 Trillion By 2030 -- Shay -- September 19, 2026

Locator: 51772THEAISTACK.

A nice graphic summary of where "we" are, link here. The link has much more information about each of the companies mentioned in the AI stack.

This graphic should help AI investors understand what's going on -- and, best of all, it's a finite list of companies at each level. 

Note: 

• we get a nice graphic, hyperscalers vs neoclouds.
• six hyperscalers, though Oracle is of particular interest;
• of the six neoclouds, CoreWeave is perhaps the most well-known
• At the hardware level, Apple is not noted, but 
• Apple has suggested they plan to be part of the AI buildout with their M8 chips.

The Monroe Doctrine -- September 19, 2026

Locator: 51771THEMONROEDOCTRINE.

My query: it sure seems there's been a coordinated move by the US to change the complexion of the western hemisphere: China blocked from the Panama Canal; the Mideast a mess with advantage to US oil; Venezuela oil to large US oil companies; now Greenland / US lock out any Chinese or Russian activity there. Has anyone discussed this?

The reply is fascinating.  

Link here. Link: https://share.google/aimode/7xIs48fXQvc3r0dYV. And Russia, link here. Link: https://share.google/aimode/RAYLDas5Vy3LMojkv.

Yes, major geopolitical analysts, think tanks, and news organizations have discussed this exact pattern extensively, describing it as a deliberate revival and expansion of the Monroe Doctrine.

Foreign policy experts refer to the Trump administration's explicit strategy as a "hemispheric defense" or the "Trump corollary to the Monroe Doctrine," formalized in the 2025 National Security Strategy and 2026 National Defense Strategy. The overarching goal is to deprioritize endless entanglements in Europe and the Middle East to reassert absolute American preeminence in its own backyard, systematically locking out Chinese and Russian influence.

AWS / Generac Vs Anthropic / ERock -- September 19 , 2026

Locator: 51770AI_Power.

Tag: AWS Generac Anthropic ERock 

Link here: https://share.google/aimode/AQds321eOMtFJLT5j.  

Looking Back At The Recession And Nvidia In 2001 - 2002 -- Posted September 19, 2026

Locator: 51769NVDA.

 **************************************** 
The Thinking Machine: 
Jensen Huang, Nvidia, and the World's Most Coveted Microhip
Stephen Witt, c. 2025.  

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The Implosion

p. 83

Of note:

Between the summer of 2001 and the fall of 2002, Nvidia's stock price declined more than 90 percent. 

Huang's wealth plummeted with it. 

The problems started in January 2002, when the SEC opened an investigation into Nvidia's accounting .....  similar investigations at Worldcom and Enron ... the accounting scandal occurred during one of the worse bear markets in history. Suffering under the simultaneous bursting of the dot-com bubble, the 9/11 attacks, and the Enron bankruptcy, the S&P 500 lost nearly half its value. Coincident with these misfortunes, Nvidia started squabbling with Microsoft.

In September 2026:

• public hysteria over AI, large data centers, power, water
• President Trump to appoint an AI czar and an AI Force (like Space Force)
• the political quagmire in the Mideast
• high diesel prices
• a possible bankrutcy 
• watch Oracle
• the squabble between OpenAI and Anthropic (already, the Anthropic IPO has been delayed twice); and, 
• now, the Fed is ready to pound in the final nail -- starting to raise rates

Link here. Link: https://share.google/aimode/IEztghw2YRdXINn8n.

Idle Chatter -- The Weekend -- September 19, 2026

Locator: 51768ARCHIVES.

USC - Rutgers: a much, much better game than the final score would indicate.

Late in fourth quarter:

• USC: 42
• Rutgers: 35

Memories:

• USC: my alma mater
• Rutgers: the alma mater of my first true love 

Life goes by too quickly; too many forks in the road.  

Most incredible play ... ever? Vanderbilt beats NC State with fumble in end zone with one-second to play! Link here. 

• it was so bad, that some folks wondered if the QB, who fumbled, lost the game, was gambling and threw the game -- that's how bad the play developed for NC State 
• Vanderbilt now has ten wins in a row at home

Most anticipated game this week: #7 LSU at #8 Ole Miss -- as good as it gets!!!

• Ole Miss wins! 
• goes for two-point conversion to take the final lead;
• game ends with Ole Miss taking LSU interception in the end zone;
• incredible game!

Top 25-upsets -- two ranked Texas teams lose to two Kentucky teams; one was unranked

• #23 Louisville defeats #16 SMU
• Kentucky Wildcats upset #9 A&M Aggies

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Back to Tech 

Apple: new price target. Link here. Up from $365 to $380. 

One may want to query AI: Amazon AWS recent partnership with Generac. It would seem that ERock might benefit from that announcement? EROC stock has not been good. Link here: https://share.google/aimode/AQds321eOMtFJLT5j. 

Companies with huge market caps: to be posted later. Link here.

Semiconductor companies: priced on 2027 earning. To be posted later. Link here.