The Iran War's oil price toll, and the AI trade's financing reckoning, tracked week by week exactly as CWD wrote it at the time, not reconstructed after the fact.
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Download the PDF"Iran's oil surplus desperately needs a global oil shortage."
"For years, the big tech companies have insisted their problem is a shortage of compute, not a surplus. Have compute resources been overbuilt, or could demand be slowing?"
"Investors have been here before, of course, and their extreme credulity was again in evidence."