Some weeks refuse to organize themselves around a single theme, and this is one of them. The tabs pile up, the reading list sprawls, and the only honest way to write it down is to let the pieces sit next to each other and see what happens. Start with money moving. The reported Stripe and Advent bid for PayPal is the kind of number that reframes an entire sector overnight, and it sits oddly close to the quieter but no less consequential analysis of what actually breaks DRAM pricing.