Tripwires
Every pre-registered thesis-breaker. We write the alarm before it can ring - a specific, checkable fact that would break the story. The board is calm on purpose. When a light turns red, that’s the whole message. No advice follows.
FIRED · 1
ARMED · 5
@CORZCompany
FIRED
Colocation revenue overtakes bitcoin mining revenue.
fired Q1the post
@CRWVCompany
ARMED
A second customer ends single-tenant concentration.
watching
ARMED
The one customer stops being both the whole business and the collateral.
watching
@transformer-supplyChokepoint
ARMED
Large-power-transformer lead times drop below 128–144 weeks.
watching
@HBM-memoryChokepoint
ARMED
A fourth company reaches HBM production at scale.
watching
@NVDACompany
ARMED
Next architecture is confirmed to double memory bandwidth.
watching