data centers

Stock Screen

October 1, 2026

We survived! September is over! It’s now October and we move into the earnings season. While this chart is for one particular stock, it actually represents my portfolio for this last month. I call it Downward Facing Dog. Yes, a…

Political Ads

Has anyone else noticed? I keep seeing these negative political advertisements that say things like “you can’t vote for him, he likes Data Centers!” It’s like the new dirty word. Yet at the same time the president is saying that…