Ob-gyns just updated their menopause playbook.

ACOG’s new guideline: hormone therapy is a shared decision. If you and your clinician choose it, the timing recommendation is before age 60 or within 10 years of menopause — when there are no contraindications. (Strong recommendation; the evidence behind it is low-to-moderate quality.)

For education only, not medical advice.
Learn more at kindr.health

#menopause #perimenopause #hormonetherapy #menopausehotflashes

~80% of women experience hot flashes. Average duration: 7.4 years (SWAN study) #menopause

$META just aired the first national TV ad for Muse.

We Must Pace the Frontier: I’ve written a new essay on why the AI industry should slow down, with a three-part plan for doing so.

Anthropic is unilaterally committing to the first of these steps. We’ll provide third-party evaluators with permanent, employee-level access to our systems, so that they can verify adherence to our safety measures, report on incidents, and assess models’ alignment during training.

You can read the full post here: darioamodei.com/post/we-must-p…

RT @datacenter365: $WULF CEO Paul Prager sold 137,500 shares at an average price of ~17.06

Trump is banning certain foreign-made transformers and grid equipment as U.S. moves to reduce reliance on Chinese power infrastructure.

The order could push even more grid spending toward domestic suppliers just as the U.S. needs to build out capacity.

$GEV, $TSLA, $ENPH, $SEDG, $TE, $EOSE

The AI buildout is becoming a power land-grab and this group now controls ~32 GW of planned capacity that could be repurposed into higher-value compute:

• $IREN ~5.8 GW
• $CIFR ~4.0 GW
• $HUT ~3.8 GW
• $WULF ~3.6 GW
• $MARA ~2.8 GW
• $CORZ ~2.6 GW
• $RIOT ~2.0 GW
• 1.7 GW
• $BITF ~0.8 GW

These companies already control one of the scarcest inputs in the AI economy so even if a portion of that 32 GW converts to full-stack compute then the revenue opportunity per MW can expand by ~6x.