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Imagine telling someone 5 years ago that Google would be free cash flow negative in 2026.
Source: FinanceJack44 (X)
At least $260 billion of data center projects facing local opposition have been canceled this year.
That’s a far higher figure than previously thought. Pace is picking up: Half of those cancellations came in Q3.
The Affordability Gap: US vs Euro Area.
Since 2015, housing affordability has followed very different paths in the US housing market and the Euro Area housing market. House prices have risen faster than incomes on both sides of the Atlantic, but affordability pressures have been far more severe in the US. While the Euro Area has seen some improvement since 2022, the gap between house prices and incomes remains wider than it was a decade ago, keeping housing affordability a major challenge. The chart below illustrates this widening gap perfectly
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USA Iran Mideast Escalation
Real-time tracking of Iran, Israel, and US military postures, regional strikes, and strategic alerts
Sm0ke @ Gnosly
Trump
Real-time tracking of executive orders, official statements, Truth Social updates, and policy moves
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Gnosly Live Signals | AI is getting cheaper
At a given level of performance, cost has fallen ~47%/quarter since 2023.
Sm0ke @ Gnosly
Gnosly Live Signals - China is seeing a historic boom in exports due to AI.
China outsmarts the world - Source The Kobeissi Letter
Sm0ke @ Gnosly