A day to pause

Today was mostly a day to recover. The internet was poor, but I still learned a lot about AI, drones, finance, and related fields. Patience matters, but so does improving what I understand. The wealth we build comes from the time we spend and from putting our understanding to work.

Last week I noticed that the AI boom had lifted more than GPUs and computing hardware. Storage seemed to be benefiting too, perhaps even more strongly from my outsider’s point of view. I wondered what other industries might be affected. That led me to optical modules, which are drawing attention in financial markets, and to changes in the underlying infrastructure for AI. I began studying companies such as $ONDAS, $LITE, and $COHR, taking notes and forming questions of my own.

It was very hot at noon. Sunlight came through the clouds onto my book and lent the reading a strange solemnity. I felt brighter too, suddenly glad that the world could be so interesting. I even wanted to make an impromptu night trip to Hong Kong. It was tempting, but after thinking it through I decided against it.

It was not a lack of energy or youthful spirit. Given my circumstances, I need to put the urgent things first. That is the more practical choice.