The bounce. Oh, the bounce. Real? Fake? Invitation to your financial funeral? Or the opportunity to buy the best of the megacaps at cheaper prices? Somehow that’s how the debate has been framed. It’s so unfortunate because the real Achilles Heel of this market has nothing to do with the great data center buildout, something that’s such a necessity because we have no other way to house these infernal machines — infernal infernos. It has far more to do with rank speculation that must be quelled before we go any higher. We have had a two-pronged selloff in the last two weeks. One involved the spike in the price of Oracle debt insurance and the ill-advised
