It goes beyond the title with direct discussion of like, speaker, yeah, including: So today is Thursday, 11/05/2026.
Key takeaways
01Based with a potential regime shift in markets after the midterms, investors are now positioning for an easing in the data center build out, knocking chair
02And by yesterday morning, people knew that Texas was blue because people found out that Texas was blue and Greg Abbott had lost midnight at the latest
03It does seem like if if his thesis has remained the same, and certainly if he's using leverage, it would be really tough right now
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