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New York just froze new AI data center permits over power costs. Does this actually slow the AI capex trade?
Hochul signed an executive order pausing new hyperscale data center permits (50MW+) for up to a year unless the builders bring their own power. First state to do this outright. Virginia's grid is already eating something like 1 in 4 kilowatt hours on data centers and Texas has a 233GW …
I built a completely serverless, zero-telemetry E2EE chat app using WebRTC and Double Ratchet. How can I improve the P2P stability?
Hey everyone, I wanted to share a project I've been engineering called VAULT. The goal was to build a messaging hub that leaves absolutely zero footprint—no servers storing data, no emails, no phone numbers, and local identity generation. How the stack works: Messaging: Uses the Double Ratchet protocol for end-to-end …
Prediction market traders on Kalshi now price a 92% chance that US gas prices top $4 by the end of July.
Free money arbitraging SK Hynix
SK Hynix shares are currently trading at 33% premium on NASDAQ compared to KRX. Short NASDAQ + Long KRX = free money My example: 70 KRX shares - 700 NASDAQ ADR Total margin impact: +$66k Maximum profit: +$30k Annual cost of shorting: $86k \* 2.28% = -$2k Annual interest on …
Why did Rotork just rocket ~67%? ABB dropped a $5.5B all-cash takeover
TSMC Earnings Call
Some takeaways I have from the Q&A portion of the call: \- TSMC is unable to meet demand for leading edge nodes and invites competitors to prop up their customers (CSPs) dependence on said nodes for AI compute. Understanding their position is to swallow up the market upon them completing …