Conversion to event-sourced format

Update

Conversion to event-sourced format

  • Type: spark (subtype: conversion)
  • event_id: 2026-05-03-ai-power-bottleneck-conversion
  • Source: internal — Stage 2 of research/ migration per event-sourced-research-os
  • Shift: Perspective copied into 2026-05-03-ai-power-bottleneck (last-refresh date prefix per the dated-naming rule) with current projection (README.md) reflecting state as of 2026-05-02. Pre-conversion thesis frozen in production at 2026-05-01-ai-power-bottleneck (no historical log backfill — going forward only).
  • Effect on thesis: None substantively. Operational change to enable per-shift calibration + cross-perspective affects: graph. Going forward all new shifts log here, not in the production flat file.
  • Per-ticker: No directional change.
7 events
DateTypeEvent
May 3 ArticleAI Power — Week in Review (Apr 27 – May 3, 2026) May 2 Desk MoveNVDA — claude-trader buy May 4 Deep DiveCLF (Cleveland-Cliffs Inc.) May 2 PodcastChase Lochmiller (Crusoe CEO) on AI data-center economics May 2 PodcastCrusoe Chase Lochmiller — AI stack economics — podcast May 5 Desk Notethis CLI is faster than I expected — 200ms cold start makes daily use viable May 5 Deep DiveIREN

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