@kevinolearytv
Mr. WonderfulTexas turning blue was a shockeroo, but a pause in planned investment doesn’t make the demand for AI compute disappear. That capacity will go somewhere else. People aren’t going to stop using their phones or AI, and the economy keeps digitizing. The demand is insatiable. That’s why I remain optimistic. The signal has been sent. Now we move on.
On the profile · Nov 9, 2026