Until now, I’ve been saying “see you in h2 2026” as it relates to the AI trade - this is why:
The only number that mattered for AI was TSMC’s capex guide
And I think it delivered at $52-56bn
The tell is not TSMC’s share price, but ASML, LRCX, AMAT later today.
And I think it delivered at $52-56bn
The tell is not TSMC’s share price, but ASML, LRCX, AMAT later today.
January 15, 2026 at 6:40 AM
Until now, I’ve been saying “see you in h2 2026” as it relates to the AI trade - this is why:
EVOLV Hydrogen Water Bottle Generator SPE & PEM Water Ionizer 5.4PPM Highest H2 Concentration Portable 8oz Hydrogenated Water Bottle Leak-Proof Hydrogen Water Machine Easy to Use Crimson #HydrogenGenerator #Sports #Outdoor #HydrogenatedWater
EVOLV Hydrogen Water Bottle Generator SPE & PEM Water Ionizer 5.4PPM Highest H2 Concentration Portable 8oz Hydrogenated Water Bottle Leak-Proof Hydrogen Water Machine Easy to Use Crimson
www.amazon.com
January 15, 2026 at 6:40 AM
EVOLV Hydrogen Water Bottle Generator SPE & PEM Water Ionizer 5.4PPM Highest H2 Concentration Portable 8oz Hydrogenated Water Bottle Leak-Proof Hydrogen Water Machine Easy to Use Crimson #HydrogenGenerator #Sports #Outdoor #HydrogenatedWater
Si hay algo que ha quedado claro durante estos años de apuesta por el H2 verde es que su sitio es el sector industrial. Como toda tecnología renovable su desarrollo empieza desde el kW hasta el GW pasando por el MW. El @idaeenergia.bsky.social ha apoyado proyectos consistente con este desarrollo.
January 15, 2026 at 6:10 AM
Si hay algo que ha quedado claro durante estos años de apuesta por el H2 verde es que su sitio es el sector industrial. Como toda tecnología renovable su desarrollo empieza desde el kW hasta el GW pasando por el MW. El @idaeenergia.bsky.social ha apoyado proyectos consistente con este desarrollo.
Knicks Showing Up To Jazz Playoff Game May Have Affected The Walt Permian Utah Jazz Connection #knicks youtu.be/h2-N81vQeg0
Knicks Showing Up To Jazz Playoff Game May Have Affected The Walt Permian Utah Jazz Connection
Leon Rose Possibly Losing Ties With The Walt Permian Utah Jazz Connection After Julius Randle William Wesley & Allan Houston Showing Up To Jazz Mavericks Gam...
youtu.be
January 15, 2026 at 5:22 AM
Knicks Showing Up To Jazz Playoff Game May Have Affected The Walt Permian Utah Jazz Connection #knicks youtu.be/h2-N81vQeg0
Discourse doubled H2 vs H1, peaking Dec at 12 amid year-end reviews and capex doubts. Google Trends showed 1500%+ rise in “AI bubble” searches over 2 years, spiking Oct (Altman/Pichai echoes). Framing evolved: early warnings (Jan-Mar), mid-year skepticism (Aug-Sep)
January 15, 2026 at 4:15 AM
Discourse doubled H2 vs H1, peaking Dec at 12 amid year-end reviews and capex doubts. Google Trends showed 1500%+ rise in “AI bubble” searches over 2 years, spiking Oct (Altman/Pichai echoes). Framing evolved: early warnings (Jan-Mar), mid-year skepticism (Aug-Sep)
Công tắc H2 US (4 nút, 3 kênh) Aqara WS-K04E với 4 nút và 3 kênh, mang đến giải pháp điều khiển ánh sáng linh hoạt và tiện lợi cho ngôi nhà của bạn. Dễ dàng lắp đặt và tương thích với nhiều thiết bị thông minh khác.
Xem chi tiết tại: gigadigital.vn/dien-gia-dun...
Xem chi tiết tại: gigadigital.vn/dien-gia-dun...
gigadigital.vn
January 15, 2026 at 4:12 AM
Công tắc H2 US (4 nút, 3 kênh) Aqara WS-K04E với 4 nút và 3 kênh, mang đến giải pháp điều khiển ánh sáng linh hoạt và tiện lợi cho ngôi nhà của bạn. Dễ dàng lắp đặt và tương thích với nhiều thiết bị thông minh khác.
Xem chi tiết tại: gigadigital.vn/dien-gia-dun...
Xem chi tiết tại: gigadigital.vn/dien-gia-dun...
EVOLV Hydrogen Water Bottle Generator SPE & PEM Water Ionizer 5.4PPM Highest H2 Concentration Portable 8oz Hydrogenated Water Bottle Leak-Proof Hydrogen Water Machine Easy to Use Turquoise #LeakProof #EVOLV #Outdoors #Sports #HydrogenGenerator #WaterBottle
EVOLV Hydrogen Water Bottle Generator SPE & PEM Water Ionizer 5.4PPM Highest H2 Concentration Portable 8oz Hydrogenated Water Bottle Leak-Proof Hydrogen Water Machine Easy to Use Turquoise
www.amazon.com
January 15, 2026 at 3:33 AM
EVOLV Hydrogen Water Bottle Generator SPE & PEM Water Ionizer 5.4PPM Highest H2 Concentration Portable 8oz Hydrogenated Water Bottle Leak-Proof Hydrogen Water Machine Easy to Use Turquoise #LeakProof #EVOLV #Outdoors #Sports #HydrogenGenerator #WaterBottle
BIOTECHWORKS-H2とBOSOWA、インドネシアで廃棄物エネルギー化プロジェクトを始動#東京都#渋谷区#BIOTECHWORKS-H2#廃棄物エネルギー#BOSOWA
BIOTECHWORKS-H2がインドネシアのBOSOWA ENERGASINDOと協力し、廃棄物からエネルギーを生み出す新プロジェクトを開始します。
BIOTECHWORKS-H2がインドネシアのBOSOWA ENERGASINDOと協力し、廃棄物からエネルギーを生み出す新プロジェクトを開始します。
BIOTECHWORKS-H2とBOSOWA、インドネシアで廃棄物エネルギー化プロジェクトを始動
BIOTECHWORKS-H2がインドネシアのBOSOWA ENERGASINDOと協力し、廃棄物からエネルギーを生み出す新プロジェクトを開始します。
news.3rd-in.co.jp
January 15, 2026 at 2:10 AM
BIOTECHWORKS-H2とBOSOWA、インドネシアで廃棄物エネルギー化プロジェクトを始動#東京都#渋谷区#BIOTECHWORKS-H2#廃棄物エネルギー#BOSOWA
BIOTECHWORKS-H2がインドネシアのBOSOWA ENERGASINDOと協力し、廃棄物からエネルギーを生み出す新プロジェクトを開始します。
BIOTECHWORKS-H2がインドネシアのBOSOWA ENERGASINDOと協力し、廃棄物からエネルギーを生み出す新プロジェクトを開始します。
極電車、最初は動けるように召喚で行ってたんだけど、だいぶ慣れてきたので黒に着替えようかな。
あとH2もやってみたいけど、さすがにそれはサブジョブ練習からが良いかしらね。
あとH2もやってみたいけど、さすがにそれはサブジョブ練習からが良いかしらね。
January 15, 2026 at 1:30 AM
極電車、最初は動けるように召喚で行ってたんだけど、だいぶ慣れてきたので黒に着替えようかな。
あとH2もやってみたいけど、さすがにそれはサブジョブ練習からが良いかしらね。
あとH2もやってみたいけど、さすがにそれはサブジョブ練習からが良いかしらね。
Lufthansa Group plans free Starlink WiFi from H2 2026. It requires Travel ID or Miles & More status, and will vary by aircraft through 2029. #LufthansaGroup
adept.travel/news/2026-01...
adept.travel/news/2026-01...
Lufthansa Group Free WiFi Starts Second Half 2026 - The Adept Traveler
Lufthansa Group free WiFi starts in the second half of 2026, free for status flyers or Travel ID users, helping you plan login and backups
adept.travel
January 15, 2026 at 1:30 AM
Lufthansa Group plans free Starlink WiFi from H2 2026. It requires Travel ID or Miles & More status, and will vary by aircraft through 2029. #LufthansaGroup
adept.travel/news/2026-01...
adept.travel/news/2026-01...
H2 3:18 | Iowa 64, Purdue 67
Can't say the whistle has been great for the Hawkeyes, but their defense is failing them right now. Purdue has made their last 8 field goals to pull ahead by 3 with shots at the FT line after the TV break.
Can't say the whistle has been great for the Hawkeyes, but their defense is failing them right now. Purdue has made their last 8 field goals to pull ahead by 3 with shots at the FT line after the TV break.
January 15, 2026 at 1:18 AM
H2 3:18 | Iowa 64, Purdue 67
Can't say the whistle has been great for the Hawkeyes, but their defense is failing them right now. Purdue has made their last 8 field goals to pull ahead by 3 with shots at the FT line after the TV break.
Can't say the whistle has been great for the Hawkeyes, but their defense is failing them right now. Purdue has made their last 8 field goals to pull ahead by 3 with shots at the FT line after the TV break.
2層分断でヒラの反対側の遠隔DPSがHP不足で倒れがちだったから、身内のD2と私H2を入れ替えてみたら割と安定した！
提案してくれたD2さんに感謝だ、野良とではできない対策だけども
提案してくれたD2さんに感謝だ、野良とではできない対策だけども
January 15, 2026 at 1:08 AM
2層分断でヒラの反対側の遠隔DPSがHP不足で倒れがちだったから、身内のD2と私H2を入れ替えてみたら割と安定した！
提案してくれたD2さんに感謝だ、野良とではできない対策だけども
提案してくれたD2さんに感謝だ、野良とではできない対策だけども
H2 9:22 | Iowa 52, Purdue 53
14-4 run for the Boilermakers since Iowa took its 9-point lead five minutes ago.
Purdue back in front.
14-4 run for the Boilermakers since Iowa took its 9-point lead five minutes ago.
Purdue back in front.
January 15, 2026 at 1:04 AM
H2 9:22 | Iowa 52, Purdue 53
14-4 run for the Boilermakers since Iowa took its 9-point lead five minutes ago.
Purdue back in front.
14-4 run for the Boilermakers since Iowa took its 9-point lead five minutes ago.
Purdue back in front.
H2 11:58 | Iowa 50, Purdue 45
BTN is getting its money's worth out of that "Time Trailing" graphic.
Purdue has now trailed the Hawkeyes nearly four minutes longer tonight (19:37) than they've trailed any team combined during its current 7-game winning streak.
BTN is getting its money's worth out of that "Time Trailing" graphic.
Purdue has now trailed the Hawkeyes nearly four minutes longer tonight (19:37) than they've trailed any team combined during its current 7-game winning streak.
January 15, 2026 at 12:52 AM
H2 11:58 | Iowa 50, Purdue 45
BTN is getting its money's worth out of that "Time Trailing" graphic.
Purdue has now trailed the Hawkeyes nearly four minutes longer tonight (19:37) than they've trailed any team combined during its current 7-game winning streak.
BTN is getting its money's worth out of that "Time Trailing" graphic.
Purdue has now trailed the Hawkeyes nearly four minutes longer tonight (19:37) than they've trailed any team combined during its current 7-game winning streak.
KEEN Men’s Newport H2 Closed Toe Water Sandals
Price: (as of - Details) Write an article in English about: KEEN Men's Newport H2 Closed Toe Water Sandals
Price: (as of - Details) Write an article in English about: KEEN Men's Newport H2 Closed Toe Water Sandals
KEEN Men’s Newport H2 Closed Toe Water Sandals
Price: (as of - Details) Write an article in English about: KEEN Men's Newport H2 Closed Toe Water Sandals
trendingdealsshop.com
January 15, 2026 at 12:47 AM
KEEN Men’s Newport H2 Closed Toe Water Sandals
Price: (as of - Details) Write an article in English about: KEEN Men's Newport H2 Closed Toe Water Sandals
Price: (as of - Details) Write an article in English about: KEEN Men's Newport H2 Closed Toe Water Sandals
H2 14:35 | Iowa 48, Purdue 39
The Hawkeyes have leapt ahead with a 10-0 run punctuated by back-to-back Cam Manyawu dunks.
The Hawkeyes have leapt ahead with a 10-0 run punctuated by back-to-back Cam Manyawu dunks.
January 15, 2026 at 12:47 AM
H2 14:35 | Iowa 48, Purdue 39
The Hawkeyes have leapt ahead with a 10-0 run punctuated by back-to-back Cam Manyawu dunks.
The Hawkeyes have leapt ahead with a 10-0 run punctuated by back-to-back Cam Manyawu dunks.
ʟᴏɴᴅᴏɴ ɴɪɢʜᴛs
°
#travelblogger #photo #photohour #bluesky #art #photography #photodaily #travel #photooftheday #photographersofbluesky #fujifilm @bskyphotos.bsky.social
📷: Fuji X-H2
🗺️: London🇬🇧
°
#travelblogger #photo #photohour #bluesky #art #photography #photodaily #travel #photooftheday #photographersofbluesky #fujifilm @bskyphotos.bsky.social
📷: Fuji X-H2
🗺️: London🇬🇧
January 14, 2026 at 11:56 PM
ʟᴏɴᴅᴏɴ ɴɪɢʜᴛs
°
#travelblogger #photo #photohour #bluesky #art #photography #photodaily #travel #photooftheday #photographersofbluesky #fujifilm @bskyphotos.bsky.social
📷: Fuji X-H2
🗺️: London🇬🇧
°
#travelblogger #photo #photohour #bluesky #art #photography #photodaily #travel #photooftheday #photographersofbluesky #fujifilm @bskyphotos.bsky.social
📷: Fuji X-H2
🗺️: London🇬🇧
Best chance the Eagles have had all match. The header off the corner kick goes wide.
[H2 - 12:38] Coconino 2 - Flagstaff 0
[H2 - 12:38] Coconino 2 - Flagstaff 0
January 14, 2026 at 11:32 PM
Best chance the Eagles have had all match. The header off the corner kick goes wide.
[H2 - 12:38] Coconino 2 - Flagstaff 0
[H2 - 12:38] Coconino 2 - Flagstaff 0
Sorry, da stimmt gar nichts. Das sind statistische Werte, und das auch nur für den Strom. H2-Kraftwerke können nur Strom erzeugen, wenn es genügend H2 gibt. Wo soll der denn herkommen? Und noch wichtiger: Wie und wo wird er gespeichert? Und noch noch wichtiger: Was kostet er?
January 14, 2026 at 9:48 PM
Sorry, da stimmt gar nichts. Das sind statistische Werte, und das auch nur für den Strom. H2-Kraftwerke können nur Strom erzeugen, wenn es genügend H2 gibt. Wo soll der denn herkommen? Und noch wichtiger: Wie und wo wird er gespeichert? Und noch noch wichtiger: Was kostet er?
Wir brauchen lediglich Reservekraftwerke an insgesamt. ca drei Wochen im Jahr. Hat letztens selbst der Windkraftgegner von der Uni Dresden ausgerechnet. Den Rest machst du mit Kurzeitspeichern und Glättung der Kurve. Und diese drei Wochen funktionieren auch mit H2-Kraftwerken.
January 14, 2026 at 9:36 PM
Wir brauchen lediglich Reservekraftwerke an insgesamt. ca drei Wochen im Jahr. Hat letztens selbst der Windkraftgegner von der Uni Dresden ausgerechnet. Den Rest machst du mit Kurzeitspeichern und Glättung der Kurve. Und diese drei Wochen funktionieren auch mit H2-Kraftwerken.
This news puts us one step closer to Hyundai fulfilling their promise to build an H2-DRI steel mill in the US to supply their US factories with green steel.
biz.chosun.com/en/en-indust...
biz.chosun.com/en/en-indust...
Hyundai Steel builds Dangjin pilot plant to fast‑track DRI US mill
Hyundai Steel builds Dangjin pilot plant to fast‑track DRI US mill Pilot facility to test hydrogen and gas direct reduction processes ahead of Louisiana mill startup
biz.chosun.com
January 14, 2026 at 9:18 PM
This news puts us one step closer to Hyundai fulfilling their promise to build an H2-DRI steel mill in the US to supply their US factories with green steel.
biz.chosun.com/en/en-indust...
biz.chosun.com/en/en-indust...
微软 Win11 获 2026 首个累积更新：捆绑 AI 模型，体积约 4GB IT之家 1 月 14 日消息，科技媒体 Windows Latest 今天（1 月 14 日）发布博文，报道称微软面向 Windows 11 25H2 和 24H2 用户，推送 2026 年首个累积更新 KB5074109，用户安装后版本号升至 Build 26200.7623 和 26100.7623。 体积方面， 由于本次累积更新包含 Phi 等 AI 模型，因此本次更新包大小约为 4GB ，且微软无差别推送，意味着即便不是...
Interest | Match | Feed
Interest | Match | Feed
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www.ithome.com
January 14, 2026 at 9:00 PM
H2/carbon capture met overschotten zal niet lukken, dat is procesindustrie dat nood heeft aan baseload opwekking. Door hoge vaste kosten van dergelijke installaties moeten deze zoveel mogelijk draaien. Niet om rendabel te zijn, dat zijn ze niet, maar wel om er toch zo dicht mogelijk bij te komen
January 14, 2026 at 8:29 PM
H2/carbon capture met overschotten zal niet lukken, dat is procesindustrie dat nood heeft aan baseload opwekking. Door hoge vaste kosten van dergelijke installaties moeten deze zoveel mogelijk draaien. Niet om rendabel te zijn, dat zijn ze niet, maar wel om er toch zo dicht mogelijk bij te komen
ESET Threat Report H2 2025: Entering the AI Threat Era: Join Ondrej Kubovič as he presents key findings from the latest Threat Report, exploring how artificial intelligence is reshaping the threat landscape.
Gain expert insights directly from ESET research and learn what these developments mean…
Gain expert insights directly from ESET research and learn what these developments mean…
- YouTube
Enjoy the videos and music you love, upload original content, and share it all with friends, family, and the world on YouTube.
dlvr.it
January 14, 2026 at 7:19 PM
ESET Threat Report H2 2025: Entering the AI Threat Era: Join Ondrej Kubovič as he presents key findings from the latest Threat Report, exploring how artificial intelligence is reshaping the threat landscape.
Gain expert insights directly from ESET research and learn what these developments mean…
Gain expert insights directly from ESET research and learn what these developments mean…