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Google’s Physical Supremacy
How vertical integration of nuclear energy, proprietary silicon, and sovereign data guarantees Alphabet zero marginal cost in the age of artificial…
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The Civilizational Rotation of AI
Why profit margins are shifting from hardware to physical sovereignty in 2026.
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Vectors 2026 - The Real Asset Supercycle
The collision map between infinite digital ambition and the physical constraints of energy and materials.
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The Cost of Inaccuracy
The penalty of inertia and the price of hesitation in a high volatility system.
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Time Beyond the Chart
A personal note of thanks, a necessary pause, and a wish of hope for this Christmas.
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NatGas: The Thermal War
Molecular movement and the exhaustion of static inventory
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Nvidia and the Cisco Moment
How Hardware Economics Imposes a Structural Price Ceiling
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The World Mag 11
How the global compute engine replaced consumer tech while capital remained stuck in the old cycle
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The Compute Century
The physical foundation of the global economy 2025 - 2035
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The Black Line
The Black Line
Geopolitics, Macro, Energy, Aviation, Hard Money (Gold/BTC). Decoding causal links between physical systems and value.
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