Glossary

BLS

The US Bureau of Labor Statistics, the federal agency behind official jobs, inflation and wage data.

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Predictions & track record (2)

Awaiting grading The reason the biggest datacenters are now bolted together like LEGO is not cost, it is the electrician shortageScore the original piece's penetration call by whether modular exceeds 30% of total live datacenter capacity by the end of 2028.
Awaiting grading Indeed Postings Are Falling, But the Latest Official Jobs Data Just Hit a Two-Year HighCheck the BLS JOLTS job openings reports for June and July 2026 (due out in August and September) to see whether they confirm the deterioration Indeed's real-time data is already flagging.

Watch The reason the biggest datacenters are now bolted together like LEGO is not cost, it is the electrician shortage SemiAnalysis · 2026-07-29
Bear Indeed Postings Are Falling, But the Latest Official Jobs Data Just Hit a Two-Year High The Kobeissi Letter (@KobeissiLetter) · 2026-07-23