From Elon's fatal flaw - Power Field Notes <[email protected]>
Subject Elon's dirty secret is parked in a Memphis lot right now
Date September 9, 2026 7:11 PM
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The world's most expensive supercomputer is running on trucks. Not
infrastructure. Not a power grid. Trucks.



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Сⅼіϲkhеrе and I'll reveal the shocking details.
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The world's most expensive supercomputer is running on trucks.

Not infrastructure. Not a power grid. Trucks.

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46 flatbed gas turbines parked in a Memphis lot are the only thing standing
between Elon Musk's $1.77 trillion empire and total blackout.

One federal permit. One expiration date. January 2, 2027.

When those trucks stop — the $45 billion Anthropic contract dies. The
valuation crumbles. The whole empire goes dark overnight.

There is one company that builds the permanent fix fast enough to save it.

Wall Street hasn't found it yet. Dylan Jovine has.

See the name before the gap-up →
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Mortgage Rates Are Stuck Near 6.7% and Experts Warn They Could Top 7% This
Fall — as Oil Above $93 aBarrel and Rising Treasury Yields Squeeze Homebuyers
From Both Directions. Here Is What It Means for Your Portfolio.




Freddie Mac's latest weekly report put the average 30-year fixed mortgage rate
at6.71% as of September 8, with the 15-year fixed holding at 6.04%. Fannie Mae
and major lenders including Wells Fargo have pushed back their earlier
forecasts and now expect rates to stay in the mid-to-high 6% range through the
rest of 2026 and into 2027, with some experts warning the 30-year could climb
above7% this fall. The pressure is coming from two directions at once: the
10-year Treasury yield, a key driver of mortgage pricing, is holding near4.78%
— its highest level in over a year — as heavy government borrowing pushes
yields up, while oil prices above$93 a barrel amid ongoing Middle East tensions
are adding further inflation pressure that makes it harder for the Fed to
justify cutting rates. Realtor.com's earlier 2026 forecast had called for rates
to ease toward 6.3%; that outlook now looks increasingly out of reach.




For your portfolio, higher-for-longer mortgage rates are a headwind for
homebuilders, mortgage REITs, and consumer-discretionary names tied to housing
turnover, since affordability pressure tends to slow both existing-home sales
and refinancing activity at the same time.This week's Consumer Price Index
reading and the Fed's September 15–16 meeting are the next real catalysts for
mortgage rates in either direction: a cooler-than-expected inflation print
could give the Fed room to hold or cut and offer relief to housing-linked
stocks, while a hotter print or a hike would add further strain to an
already-stretched affordability picture. If you hold homebuilders or
mortgage-related REITs, it's worth checking how much of a rate-relief scenario
is already priced in before assuming a Fed pause alone would be enough to
meaningfully lift the sector.




Sources: The Mortgage Reports, September 2026 · Nora da Real Estate, September
2026 · Money, September 2026






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