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Follow the Watts: The AI Infrastructure Thesis

REDDIT / Spacesuit0 / Jan 13, 2026

## Part I: The Constraint ### The Bottleneck Has Moved For two years, the constraint on AI scaling was chips. NVIDIA couldn't fabricate H100s fast enough. That constraint is easing. TSMC is building fabs. Blackwell is ramping. Within 2-3 years, …

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So, what the hell happened to the global economy in 2025?

REDDIT / Kindly-Artichoke6569 / Jan 13, 2026

Hey everyone, I've been trying to make sense of the absolute chaos that was 2025, and it's a wild ride. If you feel like the world got turned upside down, you're not wrong. It basically comes down to this: Trump …

POST

CPI for all items rises 0.3% in December; shelter and food up

REDDIT / notreallydeep / Jan 13, 2026

>The Consumer Price Index for All Urban Consumers (CPI-U) increased 0.3 percent on a seasonally adjusted basis in December, the U.S. Bureau of Labor Statistics reported today. Over the last 12 months, the all items index increased 2.7 percent before …

POST

Does this rally feel healthy to you?

REDDIT / Yield_Strategist / Jan 13, 2026

I look at markets mostly through yields, and I’m struggling to fully buy into this rally. Indexes are near ATHs, but a lot of big names have been flat or drifting lower for weeks. At the same time, yields are …

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Weekly selected stock news as a podcast?

REDDIT / alangibson / Jan 13, 2026

Hi all, Does anyone know of a service that delivers weekly news on selected stocks in audio form? I'm on the move all day so I don't have much time to sit and read before I'm brain fried at the …

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Uber vs Waymo (Google)

REDDIT / lowfrequencyinvst / Jan 13, 2026

Obviously both stocks have performed well (Uber up almost 300% from its 2022 trough and Google doubling from its low in the last 12 months). But with Waymo hitting over 14 million trips in 2025 and expanding to more urban …

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r/Stocks Daily Discussion & Technicals Tuesday - Jan 13, 2026

REDDIT / AutoModerator / Jan 13, 2026

This is the daily discussion, so anything stocks related is fine, but the theme for today is on technical analysis (TA), but if TA is not your thing then just ignore the theme. Some helpful day to day links, including …

POST

How do I compare to S&P500

REDDIT / Morgs024 / Jan 13, 2026

I’m new to investing and decided I wanted to learn that trading stocks individually is not the way to go for most the hard way. I wanted to see how I’ve performed vs the s and p 500. I wanted …

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