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This is. Semisurge, theyre leading us to new highs. Yeah, and its been pretty interesting, scott, because this has been a much broader rally than i think a lot of the folks have talked about over the last couple of weeks, and part of it is its the semiconductors, thats one of the areas everybody looks at the big 5 theyre not looking at some of these other names. When you look at the smh, and you see where its trading now and near all time highs, it gives you a little bit of a sense of how much activity there is there, and continues to be there. We have seen so much in the unusual options side ...

Rally with a haven assets, and then volatility for stocks. Right now they are having rotation back into the cyclicals. That has not been the story on the week. Tons of uncertainty on the week. Bondswe have the yen and climbing early on monday. A big tell on some of the volatility we saw for stocks. Guy is there anyway david is there any way of knowing how much of this is on the fundamentals of actual news about coronavirus or jobs and how much is positioning . How many people had short positions that took off yesterday . Abigail i they get has a lot to do with uncertainty. You had a huge move ...

Anticipate what will work in that time frame and what wont but after another shocking day, particularly for the sell in may and go away crowd, where the recovery stocks roared, the dow gaining 533 points, nasdaq advancing 7. 7 , the market does not lend itself to that easy divining right now the future is too binary the market feels much more like a horse race where there can be only one winner in a very crowded field of contenders. But its a long race and were still far from the homestretch so it could go either way. Who is running in this race . The first group is the subset of the cramer co...

Washington. Why quincy, washington . Guest my coauthor and i chose quincy, washington because its one of the data center capitals of the world, if you will. Its near the Columbia River and data centers are being built there because its close to hydroelectric power in both cheap and clean. We take the reader on a tour of if you will, of what is becoming the infrastructure of the 21st century and these mammoth buildings more than 20 of them filled with Electrical Generators and hundreds or thousands of batteries but of course, mostly Server Computers and everything we do in almost every day is a...

Your book is a world tour that begins in quincy washington my coauthor and i chose quincy washington because of the Data Center Capital the world its near the Columbia River are being built there because its close to hydroelectric power that is cheap and clean, we take the reader on a tour of what is becoming the infrastructure of the 21st century, the mammoth buildings, more than 20 of them filled with electrical generators, hundreds, thousands of batteries but of course mostly supercomputers, everything that we do, almost every day is actually accessing or storing our data in the cloud which...