To The Moon

For most of the AI boom, investors focused obsessively on who makes the chips and who rents the cloud capacity. I think that framing is already becoming outdated. The real constraint inside modern AI infrastructure is no longer raw compute power alone; it is the speed and efficiency with which thousands of GPUs communicate with one another. That shift matters because idle GPUs are financial vandalism. Hyperscalers are spending tens of billions building AI clusters, but if the networking layer cannot move data efficiently between processors, expensive compute hardware simply sits there underutilised. In practical terms, networking has evolved from a supporting technology into one of the central determinants of AI economics. That is why Arista Networks has quietly become one of the most stra

In the latest week, US-Iran negotiations remained deadlocked. On May 18, Trump said that the military action against Iran originally scheduled for May 19 would be postponed, indicating that the US-Iran standoff did not escalate further this week. At the same time, the US publicly stated that the talks with Iran had made “significant progress,” while also saying that a “Plan B” was already prepared, which suggests that the substantive differences between the two sides have not been resolved. In addition to the ongoing market pricing of disruptions stemming from the Middle East situation, investors are also closely watching the progress of SpaceX, Elon Musk’s space company, which could potentially stage the “largest IPO in history.” As of 3:00 p.m. on May 21, 2026, the weekly performance of