I think our young neighbourhood is getting older. People kept increasing their treat supply, while the child population tipped older. Then a colder Saturday leading to lower Treaters has led to critical Treat oversupply. It’s Treaters Market out there.
November 1, 2026 at 2:05 AM
I think our young neighbourhood is getting older. People kept increasing their treat supply, while the child population tipped older. Then a colder Saturday leading to lower Treaters has led to critical Treat oversupply. It’s Treaters Market out there.
History can repeat (with one AI and data center difference):
New idea.
Huge investment.
Many suppliers enter market.
Oversupply.
Commodity pricing, cost plus or even cost minus.
(Demand destruction: Jamie Dimon, JP Morgan CEO, realizes that AI produces unreliable output)
Bubble bursts bigly.
New idea.
Huge investment.
Many suppliers enter market.
Oversupply.
Commodity pricing, cost plus or even cost minus.
(Demand destruction: Jamie Dimon, JP Morgan CEO, realizes that AI produces unreliable output)
Bubble bursts bigly.
November 3, 2026 at 1:00 AM
History can repeat (with one AI and data center difference):
New idea.
Huge investment.
Many suppliers enter market.
Oversupply.
Commodity pricing, cost plus or even cost minus.
(Demand destruction: Jamie Dimon, JP Morgan CEO, realizes that AI produces unreliable output)
Bubble bursts bigly.
New idea.
Huge investment.
Many suppliers enter market.
Oversupply.
Commodity pricing, cost plus or even cost minus.
(Demand destruction: Jamie Dimon, JP Morgan CEO, realizes that AI produces unreliable output)
Bubble bursts bigly.
History can repeat (with one AI and data center difference):
New idea.
Huge investment.
Many suppliers enter market.
Oversupply.
Commodity pricing, cost plus or even cost minus.
(Demand destruction: Jamie Dimon, JP Morgan CEO, realizes that AI produces unreliable output)
Bubble bursts bigly.
New idea.
Huge investment.
Many suppliers enter market.
Oversupply.
Commodity pricing, cost plus or even cost minus.
(Demand destruction: Jamie Dimon, JP Morgan CEO, realizes that AI produces unreliable output)
Bubble bursts bigly.
November 3, 2026 at 1:01 AM
History can repeat (with one AI and data center difference):
New idea.
Huge investment.
Many suppliers enter market.
Oversupply.
Commodity pricing, cost plus or even cost minus.
(Demand destruction: Jamie Dimon, JP Morgan CEO, realizes that AI produces unreliable output)
Bubble bursts bigly.
New idea.
Huge investment.
Many suppliers enter market.
Oversupply.
Commodity pricing, cost plus or even cost minus.
(Demand destruction: Jamie Dimon, JP Morgan CEO, realizes that AI produces unreliable output)
Bubble bursts bigly.
This sorta thing is why I want 10-15% vacancy rates from oversupply
October 28, 2026 at 3:56 PM
This sorta thing is why I want 10-15% vacancy rates from oversupply
yea so your friend signed on to our drone program which stipulates that they'll be paid and restored to their normal self once they reach a certain drone-work threshold, however due to the oversupply of drones they've been kept in storage and aren't gaining anymore drone-work points™. sorry!
October 31, 2026 at 3:36 AM
yea so your friend signed on to our drone program which stipulates that they'll be paid and restored to their normal self once they reach a certain drone-work threshold, however due to the oversupply of drones they've been kept in storage and aren't gaining anymore drone-work points™. sorry!
History can repeat (with one AI and data center difference):
New idea.
Huge investment.
Many suppliers enter market.
Oversupply.
Commodity pricing, cost plus or even cost minus.
(Demand destruction: Jamie Dimon, JP Morgan CEO, realizes that AI produces unreliable output)
Bubble bursts bigly.
New idea.
Huge investment.
Many suppliers enter market.
Oversupply.
Commodity pricing, cost plus or even cost minus.
(Demand destruction: Jamie Dimon, JP Morgan CEO, realizes that AI produces unreliable output)
Bubble bursts bigly.
November 3, 2026 at 12:39 AM
History can repeat (with one AI and data center difference):
New idea.
Huge investment.
Many suppliers enter market.
Oversupply.
Commodity pricing, cost plus or even cost minus.
(Demand destruction: Jamie Dimon, JP Morgan CEO, realizes that AI produces unreliable output)
Bubble bursts bigly.
New idea.
Huge investment.
Many suppliers enter market.
Oversupply.
Commodity pricing, cost plus or even cost minus.
(Demand destruction: Jamie Dimon, JP Morgan CEO, realizes that AI produces unreliable output)
Bubble bursts bigly.
History can repeat (with one AI and data center difference):
New idea.
Huge investment.
Many suppliers enter market.
Oversupply.
Commodity pricing, cost plus or even cost minus.
(Demand destruction: Jamie Dimon, JP Morgan CEO, realizes that AI produces unreliable output)
Bubble bursts bigly.
New idea.
Huge investment.
Many suppliers enter market.
Oversupply.
Commodity pricing, cost plus or even cost minus.
(Demand destruction: Jamie Dimon, JP Morgan CEO, realizes that AI produces unreliable output)
Bubble bursts bigly.
November 2, 2026 at 3:58 PM
History can repeat (with one AI and data center difference):
New idea.
Huge investment.
Many suppliers enter market.
Oversupply.
Commodity pricing, cost plus or even cost minus.
(Demand destruction: Jamie Dimon, JP Morgan CEO, realizes that AI produces unreliable output)
Bubble bursts bigly.
New idea.
Huge investment.
Many suppliers enter market.
Oversupply.
Commodity pricing, cost plus or even cost minus.
(Demand destruction: Jamie Dimon, JP Morgan CEO, realizes that AI produces unreliable output)
Bubble bursts bigly.
London should copy Vienna’s Gemeindewohnung system though (that’s the rational policy path, not huge oversupply)
November 2, 2026 at 5:37 PM
London should copy Vienna’s Gemeindewohnung system though (that’s the rational policy path, not huge oversupply)
History can repeat (with one AI and data center difference):
New idea.
Huge investment.
Many suppliers enter market.
Oversupply.
Commodity pricing, cost plus or even cost minus.
(Demand destruction: Jamie Dimon, JP Morgan CEO, realizes that AI produces unreliable output)
Bubble bursts bigly.
New idea.
Huge investment.
Many suppliers enter market.
Oversupply.
Commodity pricing, cost plus or even cost minus.
(Demand destruction: Jamie Dimon, JP Morgan CEO, realizes that AI produces unreliable output)
Bubble bursts bigly.
November 3, 2026 at 1:40 AM
History can repeat (with one AI and data center difference):
New idea.
Huge investment.
Many suppliers enter market.
Oversupply.
Commodity pricing, cost plus or even cost minus.
(Demand destruction: Jamie Dimon, JP Morgan CEO, realizes that AI produces unreliable output)
Bubble bursts bigly.
New idea.
Huge investment.
Many suppliers enter market.
Oversupply.
Commodity pricing, cost plus or even cost minus.
(Demand destruction: Jamie Dimon, JP Morgan CEO, realizes that AI produces unreliable output)
Bubble bursts bigly.
So if no can afford to buy the gas it will sit in the tanks until oversupply drops the price - meanwhile …
November 3, 2026 at 2:58 PM
So if no can afford to buy the gas it will sit in the tanks until oversupply drops the price - meanwhile …
They were all struggling to keep a positive margin on production only a few years ago having an oversupply of DDR4 ram. Intel left the ram market because it was a money loser.
November 1, 2026 at 2:50 AM
They were all struggling to keep a positive margin on production only a few years ago having an oversupply of DDR4 ram. Intel left the ram market because it was a money loser.
deteriorating access to financing of a quality acceptable to existing equity/debt holders means less oversupply - this is good news
November 3, 2026 at 10:02 PM
deteriorating access to financing of a quality acceptable to existing equity/debt holders means less oversupply - this is good news
Chinese provinces raised money on land sales and oversold, housing boomed, oversupply devalued property values. China's controlled not capitalist economy drove them to subsidize EVs leading to an oversupply Chinese with less money can't buy, producers LOSE money www.asiafinancial.com/chinas-polic...
China's Policies Have Pushed Its Auto Industry Near to Collapse
Carmakers and dealers are struggling to make money in China and oversupply, competition, has left scores of firms on the brink of collapse
www.asiafinancial.com
October 30, 2026 at 1:12 AM
Chinese provinces raised money on land sales and oversold, housing boomed, oversupply devalued property values. China's controlled not capitalist economy drove them to subsidize EVs leading to an oversupply Chinese with less money can't buy, producers LOSE money www.asiafinancial.com/chinas-polic...
Ummmm….thats not how the market works. A crash of one market does not suddenly produce an oversupply of another. We’ve been under building housing for decades and now have a real shortage in supply, hence the rise in homeless….
October 29, 2026 at 4:57 PM
Ummmm….thats not how the market works. A crash of one market does not suddenly produce an oversupply of another. We’ve been under building housing for decades and now have a real shortage in supply, hence the rise in homeless….
Rioja’s 2026 vintage to leave 30m litre wine glut
🍇🍇🍇
https://www.thedrinksbusiness.com/2026/10/riojas-2026-vintage-to-leave-30-million-litre-wine-glut/
#wine
🍇🍇🍇
https://www.thedrinksbusiness.com/2026/10/riojas-2026-vintage-to-leave-30-million-litre-wine-glut/
#wine
Rioja's 2026 vintage to leave 30 million litre wine glut
Rioja is set to produce 30m litres of excess wine this year, says union boss, despite strident efforts to cut oversupply in the Spanish region.
www.thedrinksbusiness.com
November 1, 2026 at 2:00 PM
Rioja’s 2026 vintage to leave 30m litre wine glut
🍇🍇🍇
https://www.thedrinksbusiness.com/2026/10/riojas-2026-vintage-to-leave-30-million-litre-wine-glut/
#wine
🍇🍇🍇
https://www.thedrinksbusiness.com/2026/10/riojas-2026-vintage-to-leave-30-million-litre-wine-glut/
#wine
History can repeat (with one AI and data center difference):
New idea.
Huge investment.
Many suppliers enter market.
Oversupply.
Commodity pricing, cost plus or even cost minus.
(Demand destruction: Jamie Dimon, JP Morgan CEO, realizes that AI produces unreliable output)
Bubble bursts bigly.
New idea.
Huge investment.
Many suppliers enter market.
Oversupply.
Commodity pricing, cost plus or even cost minus.
(Demand destruction: Jamie Dimon, JP Morgan CEO, realizes that AI produces unreliable output)
Bubble bursts bigly.
October 30, 2026 at 11:39 PM
History can repeat (with one AI and data center difference):
New idea.
Huge investment.
Many suppliers enter market.
Oversupply.
Commodity pricing, cost plus or even cost minus.
(Demand destruction: Jamie Dimon, JP Morgan CEO, realizes that AI produces unreliable output)
Bubble bursts bigly.
New idea.
Huge investment.
Many suppliers enter market.
Oversupply.
Commodity pricing, cost plus or even cost minus.
(Demand destruction: Jamie Dimon, JP Morgan CEO, realizes that AI produces unreliable output)
Bubble bursts bigly.
History can repeat (with one AI and data center difference):
New idea.
Huge investment.
Many suppliers enter market.
Oversupply.
Commodity pricing, cost plus or even cost minus.
(Demand destruction: Jamie Dimon, JP Morgan CEO, realizes that AI produces unreliable output)
Bubble bursts bigly.
New idea.
Huge investment.
Many suppliers enter market.
Oversupply.
Commodity pricing, cost plus or even cost minus.
(Demand destruction: Jamie Dimon, JP Morgan CEO, realizes that AI produces unreliable output)
Bubble bursts bigly.
October 28, 2026 at 2:21 PM
History can repeat (with one AI and data center difference):
New idea.
Huge investment.
Many suppliers enter market.
Oversupply.
Commodity pricing, cost plus or even cost minus.
(Demand destruction: Jamie Dimon, JP Morgan CEO, realizes that AI produces unreliable output)
Bubble bursts bigly.
New idea.
Huge investment.
Many suppliers enter market.
Oversupply.
Commodity pricing, cost plus or even cost minus.
(Demand destruction: Jamie Dimon, JP Morgan CEO, realizes that AI produces unreliable output)
Bubble bursts bigly.
"What do with oversupply?" though, seems like a better problem to have than its antithesis?
October 28, 2026 at 11:06 AM
"What do with oversupply?" though, seems like a better problem to have than its antithesis?
⚠️ $VITL Vital Farms/Demand and Margin: Gross margin fell to 23.1% from 37.7%, operating cash outflow of $54.4M over 39 weeks vs $27.9M inflow a year earlier, oversupply-driven discounting to breaker/wholesale channels [HIGH RISK]
November 3, 2026 at 3:30 PM
⚠️ $VITL Vital Farms/Demand and Margin: Gross margin fell to 23.1% from 37.7%, operating cash outflow of $54.4M over 39 weeks vs $27.9M inflow a year earlier, oversupply-driven discounting to breaker/wholesale channels [HIGH RISK]
⚠️ NSE:GHCL GHCL: EBITDA margin contracted 450 bps QoQ to 24.7% from 29.1%, PAT fell 16% QoQ, and management flagged persistent global soda ash oversupply and soft realisations over the next few quarters [HIGH RISK]
November 1, 2026 at 3:33 PM
⚠️ NSE:GHCL GHCL: EBITDA margin contracted 450 bps QoQ to 24.7% from 29.1%, PAT fell 16% QoQ, and management flagged persistent global soda ash oversupply and soft realisations over the next few quarters [HIGH RISK]
History can repeat (with one AI and data center difference):
New idea.
Huge investment.
Many suppliers enter market.
Oversupply.
Commodity pricing, cost plus or even cost minus.
(Demand destruction: Jamie Dimon, JP Morgan CEO, realizes that AI produces unreliable output)
Bubble bursts bigly.
New idea.
Huge investment.
Many suppliers enter market.
Oversupply.
Commodity pricing, cost plus or even cost minus.
(Demand destruction: Jamie Dimon, JP Morgan CEO, realizes that AI produces unreliable output)
Bubble bursts bigly.
November 3, 2026 at 1:06 AM
History can repeat (with one AI and data center difference):
New idea.
Huge investment.
Many suppliers enter market.
Oversupply.
Commodity pricing, cost plus or even cost minus.
(Demand destruction: Jamie Dimon, JP Morgan CEO, realizes that AI produces unreliable output)
Bubble bursts bigly.
New idea.
Huge investment.
Many suppliers enter market.
Oversupply.
Commodity pricing, cost plus or even cost minus.
(Demand destruction: Jamie Dimon, JP Morgan CEO, realizes that AI produces unreliable output)
Bubble bursts bigly.
History can repeat (with one AI and data center difference):
New idea.
Huge investment.
Many suppliers enter market.
Oversupply.
Commodity pricing, cost plus or even cost minus.
(Demand destruction: Jamie Dimon, JP Morgan CEO, realizes that AI produces unreliable output)
Bubble bursts bigly.
New idea.
Huge investment.
Many suppliers enter market.
Oversupply.
Commodity pricing, cost plus or even cost minus.
(Demand destruction: Jamie Dimon, JP Morgan CEO, realizes that AI produces unreliable output)
Bubble bursts bigly.
October 30, 2026 at 2:23 PM
History can repeat (with one AI and data center difference):
New idea.
Huge investment.
Many suppliers enter market.
Oversupply.
Commodity pricing, cost plus or even cost minus.
(Demand destruction: Jamie Dimon, JP Morgan CEO, realizes that AI produces unreliable output)
Bubble bursts bigly.
New idea.
Huge investment.
Many suppliers enter market.
Oversupply.
Commodity pricing, cost plus or even cost minus.
(Demand destruction: Jamie Dimon, JP Morgan CEO, realizes that AI produces unreliable output)
Bubble bursts bigly.
History can repeat (with one AI and data center difference):
New idea.
Huge investment.
Many suppliers enter market.
Oversupply.
Commodity pricing, cost plus or even cost minus.
(Demand destruction: Jamie Dimon, JP Morgan CEO, realizes that AI produces unreliable output)
Bubble bursts bigly.
New idea.
Huge investment.
Many suppliers enter market.
Oversupply.
Commodity pricing, cost plus or even cost minus.
(Demand destruction: Jamie Dimon, JP Morgan CEO, realizes that AI produces unreliable output)
Bubble bursts bigly.
November 2, 2026 at 3:31 PM
History can repeat (with one AI and data center difference):
New idea.
Huge investment.
Many suppliers enter market.
Oversupply.
Commodity pricing, cost plus or even cost minus.
(Demand destruction: Jamie Dimon, JP Morgan CEO, realizes that AI produces unreliable output)
Bubble bursts bigly.
New idea.
Huge investment.
Many suppliers enter market.
Oversupply.
Commodity pricing, cost plus or even cost minus.
(Demand destruction: Jamie Dimon, JP Morgan CEO, realizes that AI produces unreliable output)
Bubble bursts bigly.