Chip Stocks Just Met Your County Zoning Board
Chip stocks got flattened Thursday, and the reported culprit is a local permit fight. The Nasdaq dropped 5.5% into correction territory, the semiconductor index fell 12%, AMD cratered 17%, Broadcom and Intel lost 10% each, and Nvidia shed 9%. Only one outlet ties the rout to election results that could slow data-center approvals, so treat that cause as reported, not proven. The ballot results are solid, though. In NBC's Election Day poll, 76% of voters opposed a data center in their community, and 33 of 45 local measures were on track to restrict them. The AI buildout assumed the neighbors would go along, and on Tuesday most of them didn't.
Chip Stocks Just Met Your County Zoning Board
Chip stocks got flattened Thursday, and the reported culprit is a local permit fight. The Nasdaq dropped 5.5% into correction territory, the semiconductor index fell 12%, AMD cratered 17%, Broadcom and Intel lost 10% each, and Nvidia shed 9%. Only one outlet ties the rout to election results that could slow data-center approvals, so treat that cause as reported, not proven. The ballot results are solid, though. In NBC's Election Day poll, 76% of voters opposed a data center in their community, and 33 of 45 local measures were on track to restrict them. The AI buildout assumed the neighbors would go along, and on Tuesday most of them didn't.
Trust Issues
Happy Thursday. Before the cards, some trivia for anyone who has stared at a request log at 2 AM trying to figure out what a field actually means:
- Nearly every browser still introduces itself as "Mozilla/5.0" in its User-Agent header, the string your browser sends to every site it visits. It's a fossil from the '90s. Back then sites checked for Netscape, so every other browser had to pretend to be Netscape to get the good pages.
- The default access-log formats on Apache and Nginx record that User-Agent string for every request. Ops people treat headers as basically public for that reason: whatever goes in one ends up sitting in somebody's logs.
- MS Paint shipped with Windows 1.0 in 1985. Microsoft tried to put it out to pasture in 2017, people revolted, and Paint is still with us.
Grab a coffee. The tea's hot.
Happy Thursday. Before the cards, some trivia for anyone who has stared at a request log at 2 AM trying to figure out what a field actually means:
- Nearly every browser still introduces itself as "Mozilla/5.0" in its User-Agent header, the string your browser sends to every site it visits. It's a fossil from the '90s. Back then sites checked for Netscape, so every other browser had to pretend to be Netscape to get the good pages.
- The default access-log formats on Apache and Nginx record that User-Agent string for every request. Ops people treat headers as basically public for that reason: whatever goes in one ends up sitting in somebody's logs.
- MS Paint shipped with Windows 1.0 in 1985. Microsoft tried to put it out to pasture in 2017, people revolted, and Paint is still with us.
Grab a coffee. The tea's hot.
Lab Notes
