#pgm Trending Posts - STEMGeeks

about 21 hours ago

$650,000,000,000 $650,000,000,000 An open letter to the hyperscalers, delivered after the bell Gentlemen, Tonight you report earnings. The four of you — Meta, Microsoft, Alphabet, Amazon…

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0.089 STEM

2 days ago

To Anyone Still Pretending This Is a Normal Market MEMO: To Anyone Still Pretending This Is a Normal Market FROM: The part of your brain that reads the fine print RE: The Microsoft-OpenAI divorce, Intel's ghost, and the…

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0.089 STEM

3 days ago

Notes From the Quiet Unraveling Notes From the Quiet Unraveling Monday, April 27, 2026 Nobody panic. The S&P is at record highs. The Nasdaq is up 15% in April. Intel just delivered the greatest…

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0.089 STEM

4 days ago

Welcome to the Trading Floor: War Is Good, Actually Welcome to the Trading Floor: War Is Good, Actually TO: Anyone still pretending this is complicated FROM: The quarterly earnings reports RE: Q1 2026 Let's…

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0.089 STEM

5 days ago

Powell's term expires May 15 Powell's term expires May 15. The DOJ dropped its criminal probe of him this morning. Jeanine Pirro announced it on X, said the inspector general would handle it from here, and…

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0.089 STEM

6 days ago

The Strait, The Ceasefire, and the Market's Embarrassing Optimism MEMO: Re: The Strait, The Ceasefire, and the Market's Embarrassing Optimism TO: Anyone still pricing in a peace deal FROM: Recent history DATE: April 24, 2026…

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0.089 STEM

7 days ago

Dear Software: The War Called. It Wants Its Excuse Back. Dear Software: The War Called. It Wants Its Excuse Back. Markets & Macro — April 23, 2026 TO: Enterprise Software Sector FROM: The Market RE: Q1 2026 Earnings Season — A…

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0.105 STEM

29 days ago

The Memory Hole The Memory Hole April 1, 2026 Somewhere in Mountain View, a team of Google researchers published a paper about memory compression, and in the eight trading days since…

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about 1 month ago

Whoever is still long UK duration INTERNAL MEMO — STRICTLY NOT FOR DISTRIBUTION TO: Whoever is still long UK duration FROM: The Gilt Market DATE: March 26, 2026 RE: We need to talk about what…

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over 1 year ago

Sometimes we are forced to be strong by circumstances and made willing by ... ... reality... So!!! Be smart about taking care of our own feelings... #waiv #ctp #archon #pimp #vyb #lotus #leo #proofofbrain #spt #cent #neoxian #palnet #stem #ccc #bpc…

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16.625 STEM