The Wall Street Journal used satellite imagery that shows hundreds of damaged buildings at more than two dozen installations, in the fullest accounting of the destruction yet. Gift link (I hope) www.wsj.com/world/middle...

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During every infra wave—from 19th-century rails to 2000s fiber—those building the rails overcapitalize into price wars. Grids are straining under datacenter load, and compute margins are compressing. The infrastructure glut is already here.

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The next cycle won't belong to raw model providers or GPU hosters. It belongs to "Outcome-Based Monopolies"—bootstrappers selling audited workflows, verifiable efficiency, and real unit economic results to legacy industries. Less hype, real cash flow.

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Are we heading to a brutal hardware glut or a massive post-capex boom? 📉⚡️ The infrastructure wave is shifting, & the standard "buy-&-hold" playbook is breaking down. Read ta breakdown on what's driving the next era: tgsmnewsletter.substack.com/p/beyond-saa... #Macro #Tech #Finance #Investing

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We broke down the 4 blueprints for navigating this post-CapEx era and where true market reratings happen next. Read the full macro breakdown on TGSM 👇 tgsmnewsletter.substack.com/p/the-anatom... #Investing #Macro #Tech #Finance #StockMarket

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