⚡ THE CLOUD JUST HIT A TRANSMISSION LINE.
Oil is back above $108, the ten year Treasury is near 5%, and U.S. futures opened lower Sunday night. Friday gave Wall Street a relief rally, but the weekend gave capital markets another reminder that energy, inflation, and financing costs are still running the show.
🤖 Texas has temporarily paused pending approvals for new data centers while it audits large new grid connections. That matters because a data center without a reliable energization date is not a technology asset yet; it is land with a very expensive construction plan.
💰 Michael Dell’s family office and Sequence Holdings are…
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