Sunday links: accelerating abnormalities

MarketsThe speed of the move in semiconductor stocks is stunning. (howardlindzon.com)Markets (and the world) just seem to move faster these days. (downtownjoshbrown.com)FinanceWhy Jane Street is betting big on AI. (wsj.com)Bain Capital's buyout of Kioxia, the former Toshiba Memory, is a historic win. (ft.com)SpaceXMSCI gave SpaceX ($SPCX) its lowest ESG score. (giftarticle.ft.com)SpaceX ($SPCX) scored investment grade ratings from Moody's, Fitch and S&P Global. (finance.yahoo.com)Leveraged ways to bet on SpaceX ($SPCX) are already ubiquitous. (cnbc.com)SpaceX ($SPCX) is as much an idea as a company. (theatlantic.com)CompaniesEven fast-growing companies are facing pressure to do more fewer less people. (gettheleverage.com)Company moats are not forever. (investing101.substack.com)Prediction marketsBe wary of videos of people claiming they are making bank on Polymarket. (wsj.com)Charles Schwab ($SCHW) is teaming with CBOE ($CBOE) for contracts tied to the SP& 500. (theblock.co)Law and