Locator: 49832MICRON.
I really get a kick out of this. Six months ago CNBC started raising two issues with regard to AI and the sixth (fourth) industrial revolution:
- where will the power come from? And,
- the risk of circular financing.
CAT answered the first question. Link here. Is CAT now the biggest a/c engine manufacturer?
Circular financing seems to be a concern that never evolved.
Today we lean that Micro is about to break ground on its $100 billion New York megafab on January 16, 2026.
I really don't get it. Is Shay Boloor going to break out as this year's best investor?
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The Worst Is Over
The Worst Is Over
