<div dir="ltr"><div dir="ltr"><div class="gmail_default" style="font-family:arial,helvetica,sans-serif"><span style="font-family:Arial,Helvetica,sans-serif;background-color:transparent">On Sat, Nov 7, 2026 at 1:25 PM <<a href="mailto:spike@rainier66.com">spike@rainier66.com</a>> wrote:</span></div></div><div class="gmail_quote gmail_quote_container"><span style="font-family:Tahoma,sans-serif;font-size:13.5pt;background-color:transparent"> </span></div><div class="gmail_quote gmail_quote_container"><div class="msg-7557449888890729171"><div lang="EN-US" style="overflow-wrap: break-word;"><div class="m_-7557449888890729171WordSection1"><blockquote class="gmail_quote" style="margin:0px 0px 0px 0.8ex;border-left:1px solid rgb(204,204,204);padding-left:1ex"><span style="font-size:13.5pt;font-family:Tahoma,sans-serif"><i><span class="gmail_default" style="font-family:arial,helvetica,sans-serif">> </span>I sold my Nvidia shares in September, but now they are looking very attractive for a buy back.  If anyone has thoughts to share on that, I am listening.  I am also attentive to any plausible proposal for Alaskan data centers.  John how do we take advantage of Anthropic’s self improvement? </i></span></blockquote><div><br></div><div><b><font face="tahoma, sans-serif"><font size="4">I held on to my<span class="gmail_default" style=""> </span><span style="background-color:transparent">Nvidia<span class="gmail_default" style="">, TSMC and ASML stock because I don't pretend to be able to predict the short term gyrations of the stock market, but I think I can predict that if new huge data centers are not built in Alaska they will certainly be built somewhere because </span></span></font><span style="font-size:large;background-color:transparent">no matter what happens you will never have too much computational capacity; although anthropic's recently reported acceleration in <span class="gmail_default" style="font-family:arial,helvetica,sans-serif">A</span>rtificial <span class="gmail_default" style="font-family:arial,helvetica,sans-serif">I</span>ntelligence was not the result of more hardware but of greatly improved software efficiency</span><span class="gmail_default" style="font-size:large;background-color:transparent">.</span></font></b></div><div><b><span class="gmail_default" style="font-size:large;background-color:transparent;font-family:arial,helvetica,sans-serif"><br></span></b></div><div><font size="4" face="tahoma, sans-serif"><b>AI is getting all the headlines but there is something else going on, improvements in Quantum Computers. IBM and Microsoft, which I also have stock in, say they will have a large fault correcting quantum computer by 2029<span class="gmail_default" style="font-family:arial,helvetica,sans-serif">,</span> as does a small company<span class="gmail_default" style=""> called</span> <span class="gmail_default" style="background-color:transparent"><a href="https://www.quantinuum.com/blog/build-for-the-fault-tolerant-era-with-quantinuum-nexus">Quantinuum</a>.  And </span><span style="background-color:transparent;color:rgb(0,0,0)">The US Department of Energy<span class="gmail_default" style=""> is launching something they call the </span></span><a href="https://www.energy.gov/science/articles/energy-department-announces-initiative-create-and-deploy-worlds-first" style="background-color:transparent;box-sizing:border-box;margin:0px;padding:0px;background-size:0px 1px,100% 1px,0px 1px;background-image:linear-gradient(rgb(31,75,164),rgb(31,75,164)),linear-gradient(rgba(31,75,162,0.2),rgba(31,75,162,0.2)),linear-gradient(rgb(31,75,164),rgb(31,75,164));background-position:0px 100%,100% 100%,0px 100%;background-repeat:no-repeat;color:rgb(31,75,164);word-break:break-word">Quantum Genesis initiative</a><span style="background-color:transparent;color:rgb(0,0,0)"> which is a competition to build <span class="gmail_default" style="font-family:arial,helvetica,sans-serif">one by 2028.</span></span></b></font></div><div><br></div></div></div></div></div><div class="gmail_quote gmail_quote_container"><div> </div><blockquote class="gmail_quote" style="margin:0px 0px 0px 0.8ex;border-left:1px solid rgb(204,204,204);padding-left:1ex"><div class="msg-7557449888890729171"><div lang="EN-US" style="overflow-wrap: break-word;"><div class="m_-7557449888890729171WordSection1"><p class="MsoNormal"><span style="font-size:13.5pt;font-family:Tahoma,sans-serif"><i><span class="gmail_default" style="font-family:arial,helvetica,sans-serif">> </span>My interest isn’t only making money. Achieving immortality for all humanity would be cool as well.</i></span></p></div></div></div></blockquote><div><br></div><div><font size="4" face="tahoma, sans-serif"><b><span class="gmail_default" style="font-family:arial,helvetica,sans-serif">Me too.</span> <span class="gmail_default" style="font-family:arial,helvetica,sans-serif">B</span>eing rich and living forever would be better than a poke in the eye with a sharp stick<span class="gmail_default" style="">. </span> </b></font></div><div><font size="4" face="tahoma, sans-serif"><b><br></b></font></div><div><font size="4" face="tahoma, sans-serif"><span class="gmail_default" style=""><b style="">John K Clark</b></span><br></font></div><div><br></div><div> </div></div></div>