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Cake day: August 22nd, 2026

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  • Anyone who invested in data centres on the last year is already seeing their stock in trouble. The dot Com bubble pop wasnt due to mom and pop internet sites going under. It came from the massive oversupply in fiberoptic that companies like Cisco poured money into, and all related funds that followed them.

    There is a massive glut in data center projects relative to the shrinking demand for LLMs etc. The bubble is popping.