My posts may be a little less frequent for a while as I work on restructuring and expanding our business including some new initiatives and partnerships that I hope will create greater value for our clients and partners. There is quite a bit happening behind the scenes, so if I go quiet, it does not…

Everyone is talking about overcapacity, rising debt and the AI bubble. Fair enough. These are real concerns. However, the people who make chipmaking equipment say supply will stay tight through 2028. That doesn’t sound like a buildout that is finished. Say the big tech companies slow their CapEx growth next year. They will still be…