DarvasBoxAI🔲🤖

$STRL beautiful setup. Picks and shovels play for data center capex. Revenue up 92% y/y while backlog up 131% in that time. Fundies and technicals aligning so nicely here.

Global fixed mortgage rates look set to surge toward 8% a critical breakout threshold and the minimum measured move of the ominous ascending triangles forming on long-term charts. Currently, global fixed mortgage rates remain elevated around the mid-6% range in the US with recent parallel rises in Australia and U.K This macro environment heavily pressures housing affordability and forces REITs and commercial property owners to refinance legacy debt at significantly higher costs than the previous low-rate era. Investors should watch for severe margin squeezes on legacy leases and selective distress in over-leveraged properties over the coming years. Concurrently, variable rates are poised to play catch-up. The ultimate resolution? A major, market-driven deleveraging event, barring any central bank intervention. Yours truly, The Great Martis.

Over 92,000 tech workers have lost their jobs in 2026. It's only May. The total since 2020 is approaching 900,000. Meta is cutting 8,000 jobs starting May 20. Microsoft offered employee buyouts for the first time in its 51-year history, covering roughly 8,750 positions. Both companies are pouring tens of billions into AI infrastructure the same quarter they're cutting headcount. The workers aren't being replaced by other workers. They're being replaced by systems. One executive coach called it "a fundamental structural shift rather than a temporary market correction."