Inner Loop Intelligence
All Themes
·
All Sources
Slack: C0A0ZC2NS48/ts:1774496350.2952
Author: Jesse
Date: 2026-04-07
Type: slack
Evidence: 1
Themes: 1
ai-capex-infrastructure-bottleneck
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[E2053]
Dale Pinkert said MU looks like it's got some downside maybe to half its runup.
commentary · 2026-04-07