tired: it’s a supercycle on the scale of microprocessors
wired: it’s a supercycle that dwarfs the microprocessor
wired: it’s a supercycle that dwarfs the microprocessor
September 23, 2026 at 8:48 PM
tired: it’s a supercycle on the scale of microprocessors
wired: it’s a supercycle that dwarfs the microprocessor
wired: it’s a supercycle that dwarfs the microprocessor
oh wow is this going to be a supercycle?
July 15, 2025 at 10:54 PM
oh wow is this going to be a supercycle?
Solar does not care about the Strait of Hormuz.
Oil flows through chokepoints. Solar follows a learning curve.
Great piece @azeem.bsky.social
www.exponentialview.co/p/solar-supe...
Oil flows through chokepoints. Solar follows a learning curve.
Great piece @azeem.bsky.social
www.exponentialview.co/p/solar-supe...
🔮 No strait, no problem – Solar supercycle and the end of chokepoint geopolitics
While politics is powerful, the laws of physics will always win
www.exponentialview.co
March 12, 2026 at 5:04 PM
Solar does not care about the Strait of Hormuz.
Oil flows through chokepoints. Solar follows a learning curve.
Great piece @azeem.bsky.social
www.exponentialview.co/p/solar-supe...
Oil flows through chokepoints. Solar follows a learning curve.
Great piece @azeem.bsky.social
www.exponentialview.co/p/solar-supe...
The Biden economy was the best since the 1960's by the Numbers... and we were entering a manufacturing supercycle because of his policies: www.axios.com/2023/06/16/m...
A manufacturing investment supercycle is starting
It's likely to be a crucial force shaping the economy in the coming years.
www.axios.com
April 3, 2025 at 3:23 AM
The Biden economy was the best since the 1960's by the Numbers... and we were entering a manufacturing supercycle because of his policies: www.axios.com/2023/06/16/m...
Asia is headed towards an industrial supercycle ft.trib.al/Uyt6nfY | opinion
Asia is headed towards an industrial supercycle
It’s not just AI — energy, defence and industrial capex will fuel growth
ft.trib.al
May 17, 2026 at 11:18 PM
Asia is headed towards an industrial supercycle ft.trib.al/Uyt6nfY | opinion
Explosive double pager from Forever People no. 1 (March 1971) by Jack Kirby.
June 17, 2025 at 11:06 PM
Explosive double pager from Forever People no. 1 (March 1971) by Jack Kirby.
Prop 1A stomps to victory, even in an election whose timing, confusing ballot choices and funding environment were totally hostile.
This was prescient:
ronpdavis.substack.com/p/is-the-sea...
This was prescient:
ronpdavis.substack.com/p/is-the-sea...
Is The Seattle Conservative SuperCycle Over?
Probably
ronpdavis.substack.com
February 12, 2025 at 4:48 AM
Prop 1A stomps to victory, even in an election whose timing, confusing ballot choices and funding environment were totally hostile.
This was prescient:
ronpdavis.substack.com/p/is-the-sea...
This was prescient:
ronpdavis.substack.com/p/is-the-sea...
Semiconductors: supercycle or superbubble? ft.trib.al/95ojVY6 | opinion
Semiconductors: supercycle or superbubble?
Plus, semis’ fragile supply chain
ft.trib.al
May 28, 2026 at 6:14 AM
Semiconductors: supercycle or superbubble? ft.trib.al/95ojVY6 | opinion
it’s called a supercycle
Cybersecurity stocks surge, with Okta up 20%+ and CrowdStrike up 15%+, after earnings showed that AI adoption is driving attacks and spending on security tools (Samantha Subin/CNBC)
Main Link | Techmeme Permalink
Main Link | Techmeme Permalink
August 27, 2026 at 2:34 PM
it’s called a supercycle
Cannabis cultivation—simple, widely accepted convention—12–12 light cycle, 12 hours light followed by 12 hours darkness to trigger flowering. In Argentina, community of growers & researchers challenge that assumption by running “supercycle” experiments.
#Legalisation
hightimes.com/grow/fuck-12...
#Legalisation
hightimes.com/grow/fuck-12...
Fuck 12/12: Inside the Supercycle Crew Breaking the Cannabis Flowering Rule | High Times
A global crew of growers is stretching the day past 24 hours and discovering cannabis doesn’t care about our clocks.
hightimes.com
January 13, 2026 at 10:31 AM
Cannabis cultivation—simple, widely accepted convention—12–12 light cycle, 12 hours light followed by 12 hours darkness to trigger flowering. In Argentina, community of growers & researchers challenge that assumption by running “supercycle” experiments.
#Legalisation
hightimes.com/grow/fuck-12...
#Legalisation
hightimes.com/grow/fuck-12...
We just need a white card to complete the Unstoppable Supercycle
March 5, 2025 at 3:47 PM
We just need a white card to complete the Unstoppable Supercycle
“I was promised a commodity supercycle”
September 29, 2025 at 2:28 PM
“I was promised a commodity supercycle”
The China commodities supercycle is over. Will there be another?
https://www.ft.com/content/8ae50718-31ce-4e18-8491-33a600bbd3a5
https://www.ft.com/content/8ae50718-31ce-4e18-8491-33a600bbd3a5
The China commodities supercycle is over. Will there be another?
Chinese demand for steel and iron ore has finally peaked. The industry hopes the energy transition will spark a new boom, but it will be shaped by geopolitical competition
www.ft.com
January 15, 2025 at 5:14 AM
The China commodities supercycle is over. Will there be another?
https://www.ft.com/content/8ae50718-31ce-4e18-8491-33a600bbd3a5
https://www.ft.com/content/8ae50718-31ce-4e18-8491-33a600bbd3a5
Turns out, the AI upgrade ‘supercycle’ isn’t happening with iPhone or Android
Turns out, the AI upgrade ‘supercycle’ isn’t happening with iPhone or Android
AI was supposed to lead to a supercycle of smartphone growth, not just among iPhone users but also Android. But it turns out, that’s simply not a thing yet—at least based on global 2024 smartphone trends. Sales are trending up, but not at all for the…
9to5mac.com
November 27, 2024 at 3:44 PM
Turns out, the AI upgrade ‘supercycle’ isn’t happening with iPhone or Android
MS DESK: “Last night confirmed the non-linear trajectory of the AI supercycle .. Critically, hyperscalers made it clear that capex carries upside convexity.
“.. Layered on top is a quiet but consequential tightening in financial conditions just as asset allocators approach month‑end rebalancing.”
“.. Layered on top is a quiet but consequential tightening in financial conditions just as asset allocators approach month‑end rebalancing.”
April 30, 2026 at 2:53 PM
MS DESK: “Last night confirmed the non-linear trajectory of the AI supercycle .. Critically, hyperscalers made it clear that capex carries upside convexity.
“.. Layered on top is a quiet but consequential tightening in financial conditions just as asset allocators approach month‑end rebalancing.”
“.. Layered on top is a quiet but consequential tightening in financial conditions just as asset allocators approach month‑end rebalancing.”
I agree that historical perspective is important here, specifically:
-AI has gone through more boom-bust cycles than any other technology, even when it was publicly funded
-the AI bubble cycle looks a lot like the last phase of a broader supercycle of bubbles in Silicon Valley, with no replacement
-AI has gone through more boom-bust cycles than any other technology, even when it was publicly funded
-the AI bubble cycle looks a lot like the last phase of a broader supercycle of bubbles in Silicon Valley, with no replacement
History lessons for our AI future on.ft.com/4oLfMyr | opinion
History lessons for our AI future
A bone-juddering crash seems likely before we reach any golden age
on.ft.com
August 21, 2025 at 1:59 PM
I agree that historical perspective is important here, specifically:
-AI has gone through more boom-bust cycles than any other technology, even when it was publicly funded
-the AI bubble cycle looks a lot like the last phase of a broader supercycle of bubbles in Silicon Valley, with no replacement
-AI has gone through more boom-bust cycles than any other technology, even when it was publicly funded
-the AI bubble cycle looks a lot like the last phase of a broader supercycle of bubbles in Silicon Valley, with no replacement
$ORCL is "likely to go down as one of the best prints of the AI supercycle with an order of magnitude RPO beat that is hard fathom .. I have been doing this a really long time, and I tell my whole team, 'pay attention to this .. because this is a career event happening right now' ..
- MS desk
- MS desk
September 10, 2025 at 12:08 PM
$ORCL is "likely to go down as one of the best prints of the AI supercycle with an order of magnitude RPO beat that is hard fathom .. I have been doing this a really long time, and I tell my whole team, 'pay attention to this .. because this is a career event happening right now' ..
- MS desk
- MS desk
the price cycles/hikes that are due still haven't started- stations continue to be well below cost, and if they hold it this low over the weekend with Easter travels- ouch. but that just means everyone is going to supercycle on Monday
April 3, 2026 at 4:47 PM
the price cycles/hikes that are due still haven't started- stations continue to be well below cost, and if they hold it this low over the weekend with Easter travels- ouch. but that just means everyone is going to supercycle on Monday
The commodities supercycle is here. How might investors participate? reut.rs/4tDhnrI
The commodities supercycle is here. How might investors participate?
Commodities supercycles can reshape markets for years, if not decades. We appear to be in one again, as the Iran war has amplified several long-term bullish trends. The question for many investors has shifted from whether to engage with the supercycle to how.
reut.rs
April 14, 2026 at 4:30 AM
The commodities supercycle is here. How might investors participate? reut.rs/4tDhnrI
Apple Intelligence delays could impede iPhone 16 ‘supercycle’
Apple Intelligence delays could impede iPhone 16 ‘supercycle’
When Apple unveiled its AI plans at WWDC in June, analysts suggested the feature could put the iPhone 16 on track for another “supercycle.” Like the addition of 5G before it, industry watchers believed that Apple Intelligence’s arrival might convince…
tcrn.ch
September 8, 2024 at 7:30 PM
Apple Intelligence delays could impede iPhone 16 ‘supercycle’
"The China commodities supercycle is over. Will there be another?" https://buff.ly/3WjJUnW
January 15, 2025 at 12:36 PM
"The China commodities supercycle is over. Will there be another?" https://buff.ly/3WjJUnW
Citigroup lifts S&P 500 year-end target to 8,100 on earnings strength, AI 'supercycle' reut.rs/4ufsGGh
Citigroup lifts S&P 500 year-end target to 8,100 on earnings strength, AI 'supercycle'
Citigroup became the latest Wall Street brokerage to raise its 2026-end target for the S&P 500 index beyond the 8,000 mark, citing resilience in corporate earnings and AI-driven growth.
reut.rs
June 8, 2026 at 11:05 AM
Citigroup lifts S&P 500 year-end target to 8,100 on earnings strength, AI 'supercycle' reut.rs/4ufsGGh
