Locator: 51842INVESTING.
Becky Quick: Ms Quick had a huge "run" with BRK over the past twenty years. The tea leaves suggest she is looking for her next gravy train. It looks like it will be SI/AI but she will end up focusing on one company.
Quincy, Washington: folks may want to do a deep dive on Quincy -- Quincy, Washington transformed from a struggling agricultural farming town into a major digital data center hub starting in 2006, when Microsoft broke ground on its first major data center.
Company in the news today: Robinhood. 24-hour agentic trading over the weekend; app specifically "built" for new iPhone Duo (the Duo not yet released). "Full" US equity trading, 24-7, inaugurated by Robinhood. Did Schwab miss an opportunity?
- 24/7 trading under the "auspices" of "Bruce Markets."
Trump's SI/AI summit: that group photo is amazing -- Jensen Huang on his immediate right; Elon Musk on his immedate left; and AMD/CEO immediately behind President Trump. And every SI/AI CEO at the table --
Trump pressing for:
- free electricity in all communities that have an LCD
- teacher bonuses in communities with an LCD
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American Economy
Fed rate: may not hike in October, 2026. 90% likely in December. Heading for 7% mortgage rates. The SI/AI industry doesn't care. The housing industry is slowly being destroyed.
JOBS: September ADP private payrolls -- up 90,000 jobs in September vs 68,000 anticipated. We just can't slow this economy.
PG&E in California, SI/AI buildout:
The 1.8 GW of new data center load that PG&E plans to operationalize by 2030 (primarily serving Silicon Valley) is vastly overshadowed by the growth exploding across Texas, Virginia, and Ohio.
While PG&E is intentionally pacing its growth and targeting smaller, high-confidence loads, other states are building gigawatt-scale, AI-driven mega-campuses.
For full discussion, see this link. Link: https://share.google/aimode/JMx8ntsnpqWxNAb8k.
