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Chips & SaaS
RT @Noahpinion: The China Cycle came for Tesla in the end, as everyone with half a brain knew it would. https://t.co/TK1GZ6IVw8
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RT @Noahpinion: The China Cycle came for Tesla in the end, as everyone with half a brain knew it would. https://t.co/TK1GZ6IVw8
Chinese state media amplifies viral Tesla failure amid 45% sales crash https://t.co/OpF53hMJMw by @fredlambert tweet
Offshore
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Brady Long
RT @bigaiguy: Spent 2 hours doomscrolling news apps this week
Then found https://t.co/eIDdMixhgI and got everything i needed in 4 minutes
AI cuts the noise, clean UI, zero BS, and it's actually usable
Try it and tell me what feature you'd add next 🤔 https://t.co/T9Sd6Gn4e4
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RT @bigaiguy: Spent 2 hours doomscrolling news apps this week
Then found https://t.co/eIDdMixhgI and got everything i needed in 4 minutes
AI cuts the noise, clean UI, zero BS, and it's actually usable
Try it and tell me what feature you'd add next 🤔 https://t.co/T9Sd6Gn4e4
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Quiver Quantitative
We posted this less than two days ago.
The odds of a US attack on Iran have almost doubled since then.
Seems like someone always knows.
We'll keep tracking. https://t.co/BHyutWCes0
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We posted this less than two days ago.
The odds of a US attack on Iran have almost doubled since then.
Seems like someone always knows.
We'll keep tracking. https://t.co/BHyutWCes0
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Offshore
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Chips & SaaS
RT @GlobalMktObserv: ‼️The largest US stock buyer since 2009 is STEPPING BACK:
Combined buybacks by Amazon, Alphabet, Microsoft, Meta, and Oracle fell to $12.6 billion in Q4 2025, the lowest in 7 YEARS.
This marks the 3rd quarterly decline, a -70% DROP from the 2021 peak.
For context, buybacks have been the single largest source of demand for US equities since 2009, not even close.
Big Tech is slashing buybacks at the expense of enormous CapEx on AI.
Is this why Big Tech has struggled in recent months?
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RT @GlobalMktObserv: ‼️The largest US stock buyer since 2009 is STEPPING BACK:
Combined buybacks by Amazon, Alphabet, Microsoft, Meta, and Oracle fell to $12.6 billion in Q4 2025, the lowest in 7 YEARS.
This marks the 3rd quarterly decline, a -70% DROP from the 2021 peak.
For context, buybacks have been the single largest source of demand for US equities since 2009, not even close.
Big Tech is slashing buybacks at the expense of enormous CapEx on AI.
Is this why Big Tech has struggled in recent months?
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Offshore
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God of Prompt
Broooo.....Is this for real? 😳
My friend said they built this voice agent in 10 min using @polyaivoice
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Broooo.....Is this for real? 😳
My friend said they built this voice agent in 10 min using @polyaivoice
PolyAI has raised $200M from Nvidia, Khosla Ventures, and multiple top VCs.
We're one of the fastest-growing companies in the UK, and we handle 500M+ calls for:
• Marriott
• PG&E
• Gordon Ramsay's restaurants
• And 3,000 more real deployments
Which means that if you've ever called them, chances are you've talked to our voice agents.
Every restaurant we onboard books thousands in revenue within 30 days.
But how?
Because PolyAI works 24/7, answering every call in <2tweet
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Chips & SaaS
RT @jenniferzeng97: 🙀Did you feel awed by the Unitree robot performance at China Central Television’s Spring Festival Gala? It is said that Unitree intelligent robots have achieved a “phenomenal breakout” and amazed a great many people.
However, yesterday, people in the Chinese-language community came forward to reveal that, in fact, behind each robot on stage, there was a real person remotely controlling it, similar to China’s shadow puppetry!
“Blue Whale News” previously exposed the robot industry’s “shadow play” — robots that claim to operate autonomously are actually remotely controlled by operators behind the scenes.
There are also teams that piece together a robotic arm with cheap aluminum profiles, write a fixed program, and then dare to claim it is a fully autonomous sorting robot.
Therefore, some netizens say: “Every generation has its own scams.”
What do you think?
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RT @jenniferzeng97: 🙀Did you feel awed by the Unitree robot performance at China Central Television’s Spring Festival Gala? It is said that Unitree intelligent robots have achieved a “phenomenal breakout” and amazed a great many people.
However, yesterday, people in the Chinese-language community came forward to reveal that, in fact, behind each robot on stage, there was a real person remotely controlling it, similar to China’s shadow puppetry!
“Blue Whale News” previously exposed the robot industry’s “shadow play” — robots that claim to operate autonomously are actually remotely controlled by operators behind the scenes.
There are also teams that piece together a robotic arm with cheap aluminum profiles, write a fixed program, and then dare to claim it is a fully autonomous sorting robot.
Therefore, some netizens say: “Every generation has its own scams.”
What do you think?
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Chips & SaaS
RT @niubi: "For years, guides who escorted Chinese tourists through the Louvre were using the same ticket for multiple people in their groups, French authorities said. They weren’t caught because museum security had been bribed to look the other way. Authorities cracked down on the scheme last week with the arrest of nine people, mostly Chinese nationals. They have been charged with defrauding the museum of more than $12 million. Two of the people charged were Louvre employees." https://t.co/l2wu9XRzrL
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RT @niubi: "For years, guides who escorted Chinese tourists through the Louvre were using the same ticket for multiple people in their groups, French authorities said. They weren’t caught because museum security had been bribed to look the other way. Authorities cracked down on the scheme last week with the arrest of nine people, mostly Chinese nationals. They have been charged with defrauding the museum of more than $12 million. Two of the people charged were Louvre employees." https://t.co/l2wu9XRzrL
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Clark Square Capital
RT @stoic_point: Can’t make this up. After a detailed and lengthy u/g JPM realizes they have the wrong share count so they downgrade back to Neutral six days later. Reminds me of $CVT initiation in ‘22 when they used 2x share count and fixed after we reached out…
@ClarkSquareCap
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RT @stoic_point: Can’t make this up. After a detailed and lengthy u/g JPM realizes they have the wrong share count so they downgrade back to Neutral six days later. Reminds me of $CVT initiation in ‘22 when they used 2x share count and fixed after we reached out…
@ClarkSquareCap
JPM upgrades $LUXE today with a $14PT with a "second leg" going to $20+ https://t.co/Hgkq85EJBZ tweet