Tuesday, February 24, 2026

Ramblings -- February 24, 2026

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MSFT: this is all I need(ed) to know about the average Microsoft user. LOL. No offense intended ... but if the shoe fits ...

Link here. 

And doesn't even mention "Copilot." 

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LDC Headline Story Of The Year -- Texas Is About Ready To Pass Virginia In LDC Buildout -- February 24, 2026

Locator: 50046LDCS.
Locator: 50046TEXAS.

Link here. 

The bigger story: how far California is falling behind. California should have the entire market: 

  • west coast: British Columbia, Washington, Oregon, California, northwestern Mexico
  • far west: Idaho, Utah, Arizona
  • central west: Montana, Wyoming, Colorado

See LDC map here. 

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Bretton Woods

Link here. 

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Cramer's Ten Minutes -- February 24, 2026

Locator: 50045CRAMER.

Leads off with interview with AMD CEO -- Lisa Su -- after huge announcement with META. Ticker surges 15% or thereabouts.  

AAPL: holy mackerel -- AAPL surges -- up 2.4% at the open; up $6.42 at the open; trading at $272.60. Nathan won't be mentioning this on "Fast Money" later today. [Later, up 7.64; up 2.9%; bac of $4 trillion market cap.]

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CAT


 

 

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Jargon

HALO: 

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LDC -- Map -- Update -- Note: California, Ohio, Texas -- February 24, 2026

Locator: 50044LDCS.

Link here. 

LDCs

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February 24, 2026

February 24, 2026: currently the US has 4,028 large data centers.

  • Virginia: 570
  • Texas: 406, up from
  • Illinois: 210
  • Georgia: 207
  • Ohio: 195
  • California: 288
  • New York: 134

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February 17, 2028 

  • February 17, 2026: currently the US has 4,010 large data centers.

  • Data Center Map, link here, April 16, 2025: the map is interactive and one of the most accessible sources of information regarding LDCs. One year ago, April 16, 2025:



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Running Through X -- Pre-Market -- February 24, 2026

Locator: 50043X.

My favorite thread today? Canadian hockey coach whining about losing -- link here. 

There are so may story lines here. 
You know, it's pretty funny. Olympic hockey -- overtime -- 3 v 3. The US got an incredible opportunity in regulation time when they were at the wrong end of a 5 v 3 power play -- LOL. So, in regulation time, the US (3 players) beat Canada (with five players) in a power play, get great practice for overtime when it is 3 v 3. LOL. 
And, then, of course, there are the "Americans" that are upset that the US won. LOL. 
See comments from Jack Hughes' mother. Link here. I haven't finished this article yet; I don't know the writer's message, but based on reading much of the article, it needs to be tagged. Link here.

My favorite x posting today? Shudda, cudda wudda -- link here:

The links: 

Jamie Dimon: the new economy? He's anxious about it. I used to listen to Jamie Dimon -- then remembered he's a banker. I pay little attention to him. 

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The Book Page

We had a small group over the other night for coffee. We had to de-clutter the apartment -- this a.m. putting things back where they belong, I thought this would make a nice photo for the archives -- a stack of books I am currently reading -- 

-- "they" say the definition of a reader in American in 2026 is one who reads at least two books a year!

What's worse? The definition of a "book." Manga? Adult comics?

I talked about that the other day. Link here. 

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