NEW POSITION: $UPWK, ALLOCATION: 5%

This thesis has kept me up for the past few nights. I believe Upwork can win whether the AI trade begins to deteriorate or continues, as management leverages 20 years of workforce and labor data to

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Regarding Data Centers · Jun 25, 2026 · 7:28 PM UTC

Regarding Data Centers

@RegardingDC

Jun 25

Article

The transition is happening.

Compute is moving from consumer ownership to enterprise and elite only access. For decades, compute was a consumer commodity. You bought a machine, and that machine gave you power. That era is ending.

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