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Something seismic happened this early season, and the market is still trying to come to terms

of it. We've seen an explosion

of profits of all sorts of companies that are

connected to the data center, the AI revolution,

including companies that we typically associate with the

so-called real economy. You can't

always tell the gains from the sector

because it's, well, by looking at the

averages, they don't tell you that. Today is pretty good. Dow gaining 356 points, S&B, climbing,

0.81%, NASDAQ jumping 1.03%. But this is an incredible shift. It's an incredible moment for

the data center place and pretty much nothing else.

Almost everything else is kind of blah, except on days, of course, when Iran blows something up and oil goes higher.

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