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Alex Bilzerian
RT @DailyAIOfficial: AI-Powered Synthetic Cancer Worm: A New Cyber Threat Frontier!
Researchers @david_rzsand and Benjamin Zimmerman have developed a computer virus that harnesses the power of LLMs to evade detection and spread.
Learn more about this virus in our article ⬇️
https://t.co/1oHttZozMM
#Cybersecurity #AI #AIDangers #TechThreats #AIethics #FutureOfSecurity #DigitalSafety #CyberThreats #Virus
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RT @DailyAIOfficial: AI-Powered Synthetic Cancer Worm: A New Cyber Threat Frontier!
Researchers @david_rzsand and Benjamin Zimmerman have developed a computer virus that harnesses the power of LLMs to evade detection and spread.
Learn more about this virus in our article ⬇️
https://t.co/1oHttZozMM
#Cybersecurity #AI #AIDangers #TechThreats #AIethics #FutureOfSecurity #DigitalSafety #CyberThreats #Virus
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Hidden Value Gems
Interesting if this has spooked the markets this morning 📉
High expectations, billions of capex, high pace of innovation. Tempting to dive in but hard to have an edge as an investor...🎲
#stocks #AI https://t.co/tiVsgibFxk
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Interesting if this has spooked the markets this morning 📉
High expectations, billions of capex, high pace of innovation. Tempting to dive in but hard to have an edge as an investor...🎲
#stocks #AI https://t.co/tiVsgibFxk
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Hidden Value Gems
Only 13% of people in this mini survey are worried about the DeepSeek threat to US tech. Quite a bullish sentiment.
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Only 13% of people in this mini survey are worried about the DeepSeek threat to US tech. Quite a bullish sentiment.
What are your thoughts? 🤔👇
Is DeepSeek a game changer for US tech?
#DeepSeek #Stocks #NASDAQ #AI
- No
- Yes - lower capex (good)
- Don't know
- Yes- lower margins/growth tweet
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AkhenOsiris
RT @mdsmaldon: Software - Reasons to remain optimistic 📈
'25 IT spending up 5.3% y/y, highest since 2022.
AI budgets rise 18.7% on average, with over half of IT leaders saying AI’s value exceeds its cost, boosting enterprise adoption.
73% of IT decision-makers plan to increase 2025 spending, prioritizing cloud and software expansion.
More respondents are accelerating IT projects compared to prior periods, indicating stronger demand.
Lower AI costs spur investment—68% of IT leaders would invest more if AI were cheaper, rising to 72% among C-suite.
Cloud spending expectations have grown since the last survey, with more organizations planning increases.
IGV has risen 74% of the time 30 days after a 5-day losing streak.
Past performance doesn’t guarantee future results, and I’m bad at picking stocks or timing. But if you’re interested, let’s discuss—ETR offers plenty of spending data, with fresh updates mid-March! #AI #EnterpriseTech #Software
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RT @mdsmaldon: Software - Reasons to remain optimistic 📈
'25 IT spending up 5.3% y/y, highest since 2022.
AI budgets rise 18.7% on average, with over half of IT leaders saying AI’s value exceeds its cost, boosting enterprise adoption.
73% of IT decision-makers plan to increase 2025 spending, prioritizing cloud and software expansion.
More respondents are accelerating IT projects compared to prior periods, indicating stronger demand.
Lower AI costs spur investment—68% of IT leaders would invest more if AI were cheaper, rising to 72% among C-suite.
Cloud spending expectations have grown since the last survey, with more organizations planning increases.
IGV has risen 74% of the time 30 days after a 5-day losing streak.
Past performance doesn’t guarantee future results, and I’m bad at picking stocks or timing. But if you’re interested, let’s discuss—ETR offers plenty of spending data, with fresh updates mid-March! #AI #EnterpriseTech #Software
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Hidden Value Gems
Hard to find a better sign of market tightness than when a software company buys raw materials directly from the producer under a LT contract.
#copper $amzn #AI https://t.co/d71qnEkJp9
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Hard to find a better sign of market tightness than when a software company buys raw materials directly from the producer under a LT contract.
#copper $amzn #AI https://t.co/d71qnEkJp9
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Brady Long
I’ve been spending more time watching China’s tech cycle than trying to predict it.
AI, semis, clean energy, smart manufacturing → this shift is structural, not headline-driven.
What I like about $CNQQ is it behaves less like a stock pick and more like an observation layer.
You get a clean read across A-shares + Hong Kong tech leaders, especially after HK tech cooled off for ~2 months and valuations reset.
Not investment advice.
Just a useful lens if you want to see where China’s hard tech is actually compounding.
#CNQQ #ChinaTech #AI #CapitalFlows
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I’ve been spending more time watching China’s tech cycle than trying to predict it.
AI, semis, clean energy, smart manufacturing → this shift is structural, not headline-driven.
What I like about $CNQQ is it behaves less like a stock pick and more like an observation layer.
You get a clean read across A-shares + Hong Kong tech leaders, especially after HK tech cooled off for ~2 months and valuations reset.
Not investment advice.
Just a useful lens if you want to see where China’s hard tech is actually compounding.
#CNQQ #ChinaTech #AI #CapitalFlows
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Moon Dev
RT @QuantRob: Anyone of you quants want a free 7 day pass to Claude code? #ai #vibecoding #AlgoTrading https://t.co/GWPRkkOBY0
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RT @QuantRob: Anyone of you quants want a free 7 day pass to Claude code? #ai #vibecoding #AlgoTrading https://t.co/GWPRkkOBY0
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