Damn, is nobody saying that storage is about to go up in price? Is nobody saying that South Korea is catching fire and doing maintenance? Is nobody saying that compute power is productivity? Is nobody saying that compute power is in short supply? These days, the heat has been persistent—are nobody saying power is tight, and that power and computing are integrated? And when the power sector, which was already in a technical bear market, is under dual tightness from compute power + power, shouldn’t it have rebounded—doesn’t compute power + power give it a chance to knock twice on the Davis double?

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