ARM Ascends, Oil Drifts, Queens Endures
I open on macro static and shutdown fog, a strange steadiness where the market beat goes on. The Beige Book whispers fractures, three Fed districts up, five flat, four softening, a recalibration more than a roar.
The feature turns to ARM, where the data center bottleneck is power, not code. ARM sells the blueprint, cutting CPU energy use perhaps by half, and the live question is simple: can it win 50 percent of data center CPUs.
Then energy’s riddle: oil sits near $56, where it was in 2005, with about 1.5 trillion barrels of proven reserves setting the rough scale.
I close with Queens County, a Tony Soprano thrift that became my acid test and first great trade, the name fades, but the fuse remains.
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