◢ ALL-IN ALPHA research only · never trades · 2026-09-10

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🤖 AI compute capex supercycle has 12-24 months of runway

Demand for AI compute outstrips supply for at least the next 12-24 months; the data-center buildout is profitable across the whole chain (labs -> renters -> Nvidia -> fabs) and keeps running, with GPU-backed financing removing the capital constraint.

0 CONVICTION
peaked 90.5 GREEN
GREEN
band
▲ LONG NVDA
expression · bullish tech
MOVING
entry flag
days to eval · 2027-08-22
IS THIS A TRADE? ✅ Entry-worthy by system rules — conviction 86.6 ≥ 65. Expression: LONG NVDA — but entry flag says MOVING. Expectancy for bullish greens: +28.9% mean α but +2.5% median over 67 resolved — a few big winners carry that average, so expect most to land near flat. tech bullish specifically: +19.5% over 59. SIZE: FULL You trade manually; this is a fraction of your own risk budget, not an instruction. direction semantics: bullish = the plays below are expected to RISE if the thesis is right → expression is long.
⚠ CONFLICTING IDEA ON THE SAME TICKER — the board is arguing with itself; net it before trading (ticker view →)
NVDA · Nvidia risk: special-purpose silicon + Huawei SHORT DORMANT 10.4

also touching these tickers, same direction: Nvidia + Hugging Face makes NVDA the open-source AI champion 58 (NVDA) · Nvidia + Hugging Face makes NVDA the open-source AI champion 58 (SMH) · DRAM/HBM: the bottleneck that matters 45 (SMH)

📝 Expression memo

DERIVEDOURSNEVER SCORED how to express the thesis — verdicts and the scoreboard trace only to spoken plays, never to anything below

Expression memo — AI compute capex supercycle

Generated 2026-08-27 (green at 79.6, EARLY flag, −1.2% excess vs SPY · window 2025-08-22 → 2027-08-22 · 29 mentions, the most-argued idea on the board). Everything below the "spoken core" is DERIVED — OURS — NEVER SCORED. Verdicts and the scoreboard trace only to the spoken plays.

The spoken core (what IS scored)

  • NVDA (primary) — GPU monopolist + financing matchmaker.
  • SMH (adjacent) — semis basket. CRWV (adjacent) — pure-play GPU rental, highest beta both directions.

Spoken receipts: $725B of 2026 capex guided by four companies in one afternoon ("the bull thesis validated," Sacks E271); Google alone guiding $195-205B with its first-ever negative-FCF quarter (E282); a gigawatt now costs ~$100B vs ~$5B two years ago (Chamath, E276, who owns the land and is talking his book); 40% of projects mothballed → energized power at extreme front-of-curve premiums (Chamath, E281); GPUs financeable at 6% with 7-12yr useful life via decode-accelerator disaggregation (Gavin, E274/E278).

Second-order beneficiaries (derived)

  • Memory is the levered version of this idea — DRAM heading to 30-40% of hyperscaler capex (Gavin, E278). That lane is already scored separately as ai-memory-supercycle (MU); treat the two as one thesis at two betas. The E283 Korea crash (Samsung −38%, KOSPI −40%) is the entry the memory idea was waiting for if the capex thesis holds — and the crash was leverage-driven, not fundamentals-driven, per Sacks (E283).
  • Power & cooling equipment: $25B of every $60B gigawatt is power/cooling and "clearly inflationary" (Gavin, E278) — GEV (turbines/grid), VRT (Chamath named Vertiv's modules, E278), and the modular-DC lane (Tesla Megapods; Dell racks, E278). Electricity itself (VST/CEG) is the electricity-prices-double idea's lane — "go long electrons any which way you can" (Chamath, E283).
  • Neocloud financing spread: CoreWeave borrowing at 6% against GPUs with revenue at spot — CRWV is already an adjacent play, but the derived point is it's a credit bet as much as an equity one; watch their financing rates before their revenue.
  • The dark-token beneficiaries: if open-source keeps taking token share (>50% on OpenRouter, E282), revenue leaves the labs but the compute still gets bought — that shifts value toward NVDA/clouds and away from frontier-lab equity. This memo's idea is the hedged side of the frontier-ai-premium fight.

Supplier / product-level drivers (derived)

  • NVDA's own diversification receipts: $20B overnight CPU business, DSAs happening inside Nvidia (Gavin + Chamath, E274), Nemotron as the open-source flank. Each reduces the ASIC-share-loss bear case that the (now dormant) nvidia-silicon-fragmentation idea carried.
  • The tell to track quarterly: hyperscaler capex guides vs Chamath's ROI reckoning ("token costs doubling every 45 days, productivity 5% max... everybody will go through it," E280). First capex guide-down from a top-4 spender is the regime change.

Options angles (derived)

  • The idea evals 2027-08-22 — 12 months out. Call spreads on SMH/NVDA into that window match the scored horizon; long-dated OTM calls on CRWV are the convexity version (it broke deal price once already — E278 — and moves 2-3x the index).
  • Post-E283, chip IV is elevated (SOX −20% month, +7% bounce day). Selling puts on NVDA at "low-teens multiple of real earnings" levels (Gavin, E274) is the patient expression; buying vol here is paying up after the fire.

What kills it (invalidation — the pool already contains the bear case)

  1. Chamath's earnings-miss scenario: a public company blames a miss on token spend and CFOs rate-limit en masse (E281: Ramp token-spend controls exist because CFOs asked).
  2. Training-cost collapse ("$10M training runs," Chamath E275) plus 50-75% token-efficiency gains (his own tease, E283) compressing compute demand faster than use cases grow.
  3. Rates: Friedberg's 30Y >5.2% / "why pay 50x for a semi when treasuries pay 10% pretax" (E283) — the multiple, not the demand, is the fragile part.
  4. NY-style datacenter moratoriums spreading (E281) — bullish for existing assets, bearish for the equipment ramp.
  5. The idea's own eval: 2027-08-22. Stale memo if the band drops — memos never refresh themselves.

sub-ideas: The anti-data-center backlash peaks and reverses post-midterms 57

Conviction timeline

bands: green ≥ 65 · watch ≥ 45 · ember ≥ 15

Plays vs SPY · % since first mention (2025-08-22)

Plays

expressionsymbolkindrelevancerationale
▲ LONG NVDAstock PRIMARY GPU monopolist at the center of the chain; now also financing matchmaker with residual-value guarantees and revenue shares
▲ LONG CRWVstock adjacent pure-play GPU rental — highest beta to spot compute prices, both directions
▲ LONG SMHetf adjacent semis basket levered to the buildout

Mention log

Sacks
Sacks tech w=0.77 · n=53 · E240 (2025-08-22) · sentiment · strength 2 ▶ 13:34 SUPPORT POLICY-ADJACENT
“there was a correction in sentiment towards AI, but I think it was a healthy correction. I don't think this was the beginning of a ... we're still probably early to the middle of this investment super cycle.”
Brad Gerstner
Brad Gerstner (regular guest ×1.0) tech w=1.41 · n=17 · E246 (2025-10-10) · explicit_prediction · strength 3 ▶ 56:59 SUPPORT
“There is not a dark GPU in the world today. There's not going to be a dark GPU in the world next year... We see about $100 billion already in incremental generative AI revenue in 2026. That has to grow to well over a trillion by 2030.”
Sacks
Sacks tech w=0.77 · n=53 · E246 (2025-10-10) · explicit_prediction · strength 2 ▶ 1:02:30 SUPPORT POLICY-ADJACENT
“I would bet the over on demand, because I think that it's very hard to underwrite demand for applications that don't exist yet, but I'm confident they will be there.”
Sacks
Sacks tech w=0.77 · n=53 · E247 (2025-10-17) · sentiment · strength 1 ▶ 59:47 SUPPORT POLICY-ADJACENT
“We just came off a quarter of 3.8% economic growth, of which 40% was attributable to AI... right now I'm very optimistic about this boom.”
Brad Gerstner
Brad Gerstner (regular guest ×1.0) tech w=1.41 · n=17 · E250 (2025-11-07) · positioning · strength 3 ▶ 32:44 SUPPORT
“I'm betting in the super cycle. This is the biggest super cycle of all of our lives. I'm an investor in OpenAI and Anthropic and Google and in Microsoft and NVIDIA, ... owning all of compute like we have for three years and this AI trade has room to run.”
Friedberg
Friedberg tech w=1.08 · n=65 · E251 (2025-11-14) · sentiment · strength 2 ▶ 8:13 SUPPORT
“These seven and eight-year-old TPUs and GPUs that are sitting in the data centers are still being used, and they're being used at 100 percent utilization. So that actually justifies and validates the depreciation schedule being much longer versus shorter. And I actually think Michael Burry's got this wrong.”
Chamath
Chamath tech w=0.90 · n=83 · E251 (2025-11-14) · sentiment · strength 2 ▶ 9:01 SUPPORT
“The business models of these companies are just far too good ... These are not the seven companies that are going to cook the books. ... All of this creates more and more utilization. So these things last longer and they also need more.”
Friedberg
Friedberg tech w=1.08 · n=65 · E252 (2025-11-22) · sentiment · strength 2 ▶ 25:47 SUPPORT
“is incorrect. There is value creation because they are generating revenue from those chips this year, six years later. ... Burry is incorrect in thinking that they're hiding anything because it's all there,”
Chamath
Chamath tech w=0.90 · n=83 · E252 (2025-11-22) · sentiment · strength 1 ▶ 29:07 SUPPORT
“Google and Facebook and Microsoft and OpenAI and X are not going to be in the business of generating negative revenue output tokens just for the sake of it... they are already keenly aware of the value of these output tokens. They know the revenue it's generating.”
Chamath
Chamath tech w=0.90 · n=83 · E256 (2025-12-31) · sentiment · strength 2 ▶ 1:34:46 SUPPORT
“when you put these two things together, I just think it's going to create a huge acceleration in the ability for this entire infrastructure layer to get much cheaper and much more valuable, ... a lot more developer pull. You'll get a lot more applications being built, billions and billions of more people using it.”
Chamath
Chamath tech w=0.90 · n=83 · E261 (2026-02-13) · sentiment · strength 2 ▶ 18:03 SUPPORT
“We're getting to a place where we have to basically now say, what is the token budget that we're willing to give our best devs? ... NVIDIA and GROK and Google and AMD, they're all incentivized to massively ramp up the energy density and massively push down the token cost. That's going to happen. But it doesn't change the trend.”
Chamath
Chamath tech w=0.90 · n=83 · E262 (2026-02-28) · sentiment · strength 2 ▶ 33:57 SUPPORT
“I think you're going to see a 10-axing in the demand for tokens, but I also think you're going to see a 90% price reduction in the cost of an output token, probably by the end of this year.”
Chamath
Chamath tech w=0.90 · n=83 · E263 (2026-03-06) · positioning · strength 2 ▶ 55:17 SUPPORT
“I have a small software company called 8090... our costs have more than tripled since November of 25. Between the inference cost that we pay AWS, which is ginormous, between our cost with Cursor, between Anthropic, we are just spending millions.”
Chamath
Chamath tech w=0.90 · n=83 · E264 (2026-03-13) · positioning · strength 3 ▶ 44:54 SUPPORT
“I am building a one gigawatt data center in Arizona. ... When I greenlit that project, I thought it was going to be a four or $5 billion investment. ... now it's upwards of $50 billion for the powered shell, ... it's about a five to six-year payback just to get into the money. And then it's about 10 billion a year.”
Sacks
Sacks tech w=0.77 · n=53 · E264 (2026-03-13) · sentiment · strength 1 ▶ 39:04 SUPPORT POLICY-ADJACENT
“there's a tremendous latent demand for the ability to generate code in large quantities, ... To be able to buy code on a metered basis as the cost per token keeps going down, it's kind of an amazing deal.”
JE
Jensen Huang (guest ×0.5) no tech track record · E265 (2026-03-19) · explicit_prediction · strength 3 ▶ 22:06 SUPPORT
“In just two years, computation went up by a factor 10,000x... We haven't even started scaling yet. We are absolutely at a million x... If that $500,000 engineer did not consume at least $250,000 with the tokens, I am going to be deeply alarmed.”
Sacks
Sacks tech w=0.77 · n=53 · E271 (2026-05-01) · explicit_prediction · strength 2 ▶ 46:55 SUPPORT POLICY-ADJACENT
“The bull thesis for AI just got validated in a single afternoon... $725 billion in CapEx guidance in 2026 from four companies... more than 2 percent of GDP... AI was 75 percent of GDP growth [last quarter]... AI is now synonymous with the growth of the American economy.”
Gavin Baker
Gavin Baker (regular guest ×1.0) tech w=1.46 · n=13 · E274 (2026-05-22) · explicit_prediction · strength 2 ▶ 4:34 SUPPORT
“if OpenAI and Anthropic call it $100 billion of ARR now, with 80%-ish gross margins on inference, the returns are there. ... if we add in Gemini, we add in Cursor, we add in XAI, we add in Open Source, it's not hard to see $200, $300, $400 billion of ARR at the end of this year at high margins. ... there's going to be a really strong ROI this year, even excluding”
Chamath
Chamath tech w=0.90 · n=83 · E275 (2026-05-29) · sentiment · strength 2 ▶ 51:56 OPPOSE
“There was an economic and capital mode to training that is going away. ... we're getting these domain specific architectures at the silicon layer and then second, we're rebuilding all of the core components. ... the entire training complex in C and it's an order of magnitude increase ... why would we stick to the $10 billion training runs when we can have the $10 million training runs?”
Chamath
Chamath tech w=0.90 · n=83 · E276 (2026-06-13) · positioning · strength 2 ▶ 17:14 SUPPORT
“Two years ago, I bought 2000 acres in Arizona with a partner. ... allowed to build a two gigawatt data center. ... I just put in an offer for another ... when I started this project, it was like four or five billion and it's increased by”
Chamath
Chamath tech w=0.90 · n=83 · E280 (2026-07-11) · positioning · strength 2 ▶ 5:16 OPPOSE
“I sat down with my CTO today... right now, our token costs are doubling every 45 days... [and the downstream productivity?] maybe 5% max... you need to use a lot more tokens to get to this next iteration of improvement because we've effectively already asymptoted... everybody in the next three or four years will for sure go through [this reckoning]... [and per Fable's own numbers] the actual ROI [of AI on S&P-493 EPS] was somewhere between 1 and 2%.”
Chamath
Chamath tech w=0.90 · n=83 · E281 (2026-07-18) · positioning · strength 2 ▶ 1:07:09 SUPPORT
“The most incredible thing is how extreme the price is at the front end of the curve, when you have verifiable, energizable power today. ... about 40 percent of all these projects are getting mothballed and stopped, and so it's creating this massive deficit of available energy to ... the extent that you actually want drug discovery, or ... we may actually not be able to service it”
Sacks
Sacks tech w=0.77 · n=53 · E283 (2026-07-31) · sentiment · strength 2 ▶ 6:05 SUPPORT POLICY-ADJACENT
“Is this correction driven by fundamentals, or is it driven by momentum? My view is that it's driven by momentum... the key question is the capex being invested in the AI boom — is that real or is it misguided?... My view is that it's real. I think there will be a return on all of this capex... this is temporary market volatility amplified by leverage.”
Friedberg
Friedberg tech w=1.08 · n=65 · E284 (2026-08-08) · sentiment · strength 2 ▶ 3:42 SUPPORT
“Capex is high alpha, low beta in data center infrastructure, that capital. And model development theoretically could be high alpha, but it's very high beta. It's a very risky way to deploy capital.”
Brad Gerstner
Brad Gerstner (regular guest ×1.0) tech w=1.41 · n=17 · E284 (2026-08-08) · explicit_prediction · strength 2 ▶ 43:40 SUPPORT · horizon 24mo
“The demand exists in the world today. I think it will exist in the world for, well, the next 12 to 24 months, ... I suspect this cannot keep up at this pace more than another two years or so. ... Famous last words, I don't see it today over the course of the next 12 to 18 months.”
Gavin Baker
Gavin Baker (regular guest ×1.0) tech w=1.46 · n=13 · E285 (2026-08-14) · explicit_prediction · strength 3 ▶ 1:11:08 SUPPORT
“The overwhelming majority of tokens are profitable for everyone in the chain, everyone. Anthropic is generating cash... When I hear these macro and value investors making an assumption that tokens are subsidized and this is all going to collapse in some circular financing bonfire, they're just wrong.”
Sacks
Sacks tech w=0.77 · n=53 · E285 (2026-08-14) · explicit_prediction · strength 2 ▶ 1:03:24 SUPPORT POLICY-ADJACENT
“The biggest risk is that you get a glut of compute and you get an overbuild. ... In a weird way, all the political headwinds, ... will almost guarantee that there's not an oversupply relative to the exponentially growing demand.”
Jason
Jason tech w=1.05 · n=56 · E285 (2026-08-14) · explicit_prediction · strength 2 ▶ 1:13:10 SUPPORT
“There is no world in which I don't see corporations spending five or 10 percent of the salaries of their employees on the equivalent in tokens... you are looking at $8 trillion in AI spend just in the United States. It is obviously going to happen. And if I am wrong and it is half... that is kind of where these companies are trending.”
Chamath
Chamath tech w=0.90 · n=83 · E286 (2026-08-21) · sentiment · strength 2 ▶ 5:29 OPPOSE
“That causes people to be less likely to invest in all the data centers. Data centers themselves are being shut down. Where does that leave frontier model companies? They're the most at risk. ... we are now in a very precarious situation that we could have frankly avoided.”
Sacks
Sacks tech w=0.77 · n=53 · E287 (2026-08-29) · explicit_prediction · strength 3 ▶ 29:34 SUPPORT POLICY-ADJACENT
“So, what is the takeaway, I think, for the larger market here? It is that the AI boom is continuing. The other narrative that's getting shredded today is that this AI CapEx is a bubble. It's basically gonna end very soon. And what Nvidia is basically saying with its numbers and forecasts is actually, this AI CapEx is gonna continue well into the future. It's got real legs. And the amazing thing is that after these numbers, even despite the 8% bump, Nvidia is only trading at 12 times earnings.”
Chamath
Chamath tech w=0.90 · n=83 · E287 (2026-08-29) · sentiment · strength 2 ▶ 41:02 SUPPORT
“we are supposed to be in the middle of an enormous financial buildout to support AI... thank God, we have companies like Nvidia, and Google, and Microsoft, and Meta, and Amazon who take on that burden... there's so much chirping, by the way, on the internet about the balance sheet of Nvidia, and blah, blah, blah. And I think people completely missed that these guys are putting the entire US economy on their back.”
Sacks
Sacks tech w=0.77 · n=53 · E288 (2026-09-04) · explicit_prediction · strength 2 ▶ 47:23 SUPPORT POLICY-ADJACENT
“the reason why it's not going to be stopped is because consumers are adopting it ... Why are the data centers getting built? Why do people want to build them? It's because the demand is there from consumers and businesses. ... the adoption is pulling this whole thing forward”

Who built this conviction

each voice's total force on the score — supports and opposes from every mention, weighted exactly as the replay applied them · share = % of all mention-driven movement

Chamath
Chamath w=0.90
13 scoring events · 34% of moves
+31.0 / -32.5 → net -1.5
Brad Gerstner
Brad Gerstner w=1.41 regular guest ×1.0
3 scoring events · 27% of moves
+49.4 → net +49.4
Sacks
Sacks w=0.77
9 scoring events · 22% of moves
+40.3 → net +40.3
Friedberg
Friedberg w=1.08
3 scoring events · 9% of moves
+16.1 → net +16.1
Gavin Baker
Gavin Baker w=1.46 regular guest ×1.0
2 scoring events · 6% of moves
+11.0 → net +11.0
Jason
Jason w=1.05
1 scoring event · 2% of moves
+3.0 → net +3.0
JE
Jensen Huang guest ×0.5
1 scoring event · 1% of moves
+1.6 → net +1.6

⏳ decay drained -33.1 over the idea's life — that's time passing, attributed to no one

Score events

episodekindΔafternote
E240 2025-08-22 init +15.5 15.5 E240 born by Sacks (sentiment x2) [w=0.77]
E241 2025-08-29 decay -0.3 15.2 E241 silent
E242 2025-09-07 decay -0.3 14.9 E242 silent
E243 2025-09-19 decay -0.3 14.6 E243 silent
E244 2025-09-27 decay -0.3 14.3 E244 silent
E245 2025-10-03 decay -0.3 14.0 E245 silent
E246 2025-10-10 reinforce +32.8 46.8 E246 Brad Gerstner support x3 (new voice) [w=1.41]
E246 2025-10-10 reinforce +6.2 52.9 E246 Sacks support x2 [w=0.77]
E247 2025-10-17 reinforce +4.4 57.3 E247 Sacks support x1 [w=0.77]
E248 2025-10-24 decay -1.1 56.2 E248 silent
E249 2025-10-31 decay -1.1 55.0 E249 silent
E250 2025-11-07 reinforce +11.4 66.5 E250 Brad Gerstner support x3 [w=1.41]
E251 2025-11-14 reinforce +8.1 74.6 E251 Friedberg support x2 (new voice) [w=1.08]
E251 2025-11-14 reinforce +5.2 79.8 E251 Chamath support x2 (new voice) [w=0.90]
E252 2025-11-22 reinforce +3.3 83.0 E252 Friedberg support x2 [w=1.08]
E252 2025-11-22 reinforce +1.8 84.9 E252 Chamath support x1 [w=0.90]
E253 2025-12-06 decay -1.7 83.2 E253 silent
E254 2025-12-13 decay -1.7 81.5 E254 silent
E255 2025-12-19 decay -1.6 79.9 E255 silent
E256 2025-12-31 reinforce +2.7 82.6 E256 Chamath support x2 [w=0.90]
E257 2026-01-10 decay -1.7 81.0 E257 silent
E258 2026-01-17 decay -1.6 79.3 E258 silent
E259 2026-01-30 decay -1.6 77.7 E259 silent
E260 2026-02-07 decay -1.6 76.2 E260 silent
E261 2026-02-13 reinforce +3.2 79.4 E261 Chamath support x2 [w=0.90]
E262 2026-02-28 reinforce +2.8 82.2 E262 Chamath support x2 [w=0.90]
E263 2026-03-06 reinforce +2.4 84.6 E263 Chamath support x2 [w=0.90]
E264 2026-03-13 reinforce +1.4 86.0 E264 Sacks support x1 [w=0.77]
E264 2026-03-13 reinforce +2.3 88.3 E264 Chamath support x3 [w=0.90]
E265 2026-03-19 reinforce +1.6 89.9 E265 Jensen Huang support x3 (new voice) [w=0.50]
E266 2026-03-27 decay -1.8 88.1 E266 silent
E267 2026-04-03 decay -1.8 86.3 E267 silent
E268 2026-04-10 decay -1.7 84.6 E268 silent
E269 2026-04-17 decay -1.7 82.9 E269 silent
E270 2026-04-24 decay -1.7 81.3 E270 silent
E271 2026-05-01 reinforce +2.2 83.4 E271 Sacks support x2 [w=0.77]
E272 2026-05-08 decay -1.7 81.8 E272 silent
E273 2026-05-15 decay -1.6 80.1 E273 silent
E274 2026-05-22 reinforce +6.5 86.7 E274 Gavin Baker support x2 (new voice) [w=1.46]
E275 2026-05-29 oppose -10.8 75.8 E275 Chamath opposes x2 [w=0.90]
E276 2026-06-13 reinforce +3.3 79.1 E276 Chamath support x2 (flipped from oppose) [w=0.90]
E277 2026-06-19 decay -1.6 77.5 E277 silent
E278 2026-06-26 decay -1.6 76.0 E278 silent
E279 2026-07-03 decay -1.5 74.4 E279 silent
E280 2026-07-11 oppose -10.8 63.6 E280 Chamath opposes x2 [w=0.90]
E281 2026-07-18 reinforce +4.9 68.5 E281 Chamath support x2 (flipped from oppose) [w=0.90]
E282 2026-07-24 decay -1.4 67.2 E282 silent
E283 2026-07-31 reinforce +3.8 71.0 E283 Sacks support x2 [w=0.77]
E284 2026-08-08 reinforce +4.7 75.7 E284 Friedberg support x2 [w=1.08]
E284 2026-08-08 reinforce +5.2 80.8 E284 Brad Gerstner support x2 [w=1.41]
E285 2026-08-14 reinforce +2.2 83.0 E285 Sacks support x2 [w=0.77]
E285 2026-08-14 reinforce +4.5 87.5 E285 Gavin Baker support x3 [w=1.46]
E285 2026-08-14 reinforce +3.0 90.5 E285 Jason support x2 (new voice) [w=1.05]
E286 2026-08-21 oppose -10.8 79.6 E286 Chamath opposes x2 [w=0.90]
E287 2026-08-29 reinforce +2.8 82.5 E287 Sacks support x3 [w=0.77]
E287 2026-08-29 reinforce +2.4 84.8 E287 Chamath support x2 (flipped from oppose) [w=0.90]
E288 2026-09-04 reinforce +1.8 86.6 E288 Sacks support x2 [w=0.77]