9

As in credit card delinquencies fall below 9% for the first time in three months, as incomes rise faster than inflation.
#Finally

29

As in LA/Long Beach container imports rise 29% as companies stock up on inventories ahead of expected China tariffs.
#Smart

100

As in Elon Musk’s new supercomputer uses a record 100k Nvidia processors to crunch data, the largest AI project to date.
#DOGE

“My ideal investing is stuff that looks a little crazy now and in 3-5 years is obvious.”
– LinkedIn Co-founder Reid Hoffman
#AmericanIngenuity

“Many investors are making the bet that this administration is going to take a free market approach to M&A.”
– Meritech Capital Partner Alex Clayton
#M&AIsBullish

“The amount of traffic that’s starting to be generated by AI is monumental.”
– Digital Realty CTO Chris Sharp
#InfrastructureBuildoutIsBullish