Time to reflect…

We think most people don’t think, that’s why they do what they do… that’s why they need Data Centers… Here’s what they are currently doing online… and why Buffett may be slowing down, not sleeping.

Now that we’ve got time to reflect… while we are waiting the wife in some appointments she has.

Join us to a cup of coffee…

A coffee cup sits still in dim lighting.

Around ˜2020, in a conversation… someone asked us what would be the best trends of the future, we mentioned Data Centers. People thought we were guessing… why computers? People need some clues to understand what they are doing with their lives… computers “data” help them figure out… like eagles, someone has to have the view…

Some may say, the better the data, the better the decision making. We tend to agree…

The content below was originally paywalled.

Now we have to change our view… it’s not Data Centers anymore, it’s something else.

We don’t believe data centers will be peaking, it has more to advance, although we prefer to be contrarians, now is the time to disagree.

W. Buffett, bought some Google class C stocks recently. While so many people are looking for what have him found on Google, we think we may get it.

Are you a creature of habit?

We think most people don’t think, that’s why they do what they do… Here’s what they are currently doing online… Buffett may be slowing down, not sleeping.

Spending…spending…spending

While Magnific 7 are spending, spending, spending… more and more people are trying to get free AI services, the same what they boomed YouTube in search of free videos, now YouTube is a TV station, anytime, anywhere, tune your style. And soon people will find their AI is just another habit, nothing special, it’s like Google. And the tech companies become the media companies, while we don’t bother having some ad.

What’s next?

Some people say soybeans must be forbidden, we don’t bother holding some, as farmers are not bad people, they just want to profit in a expensive worlds, than comes the opportunity, to leverage some gains while costs are high, everybody waits for best prices.

Fallen Crypto

Fallen crypto keeps falling, the latest to enter the room are the payers. The early adopters profited, the institutional sold their ideas and earned commission, now the late adopters are finding tough to survive the crypto “risk”.

More coming,

Regards.

Marcelo Marini

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