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The Flow Said Software, the Price Said Silicon

— Out of China, Into the Tools

Thomas Look's avatar
Thomas Look
Sep 06, 2026
∙ Paid

Last Sunday this letter’s flow tables led the tape by a week. This Sunday they lagged it — the memory and storage names still draining from the highest scores on the board had the best price week in the system, and the software list still building flow was flat to down. The diary records both.

Fourteen scoring windows sorted the names by whether the num…

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