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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
Offshore
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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?
tweet
Offshore
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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
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Bourbon Capital
Seth Klarman: I think that value investing is such a perfect discipline for not blowing up
When you think about Warren Buffet... one thing he really did, Amazingly is never blow up, and never really go through even a rough period and it was some combination of having a structure from the capital being permanent and having the discipline in what he's doing and the combination of that made him relatively unique
I don't think there'll ever be another Buffett...... Such a powerful words right there
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Seth Klarman: I think that value investing is such a perfect discipline for not blowing up
When you think about Warren Buffet... one thing he really did, Amazingly is never blow up, and never really go through even a rough period and it was some combination of having a structure from the capital being permanent and having the discipline in what he's doing and the combination of that made him relatively unique
I don't think there'll ever be another Buffett...... Such a powerful words right there
Seth Klarman Baupost Group Q4 2025
They bought 2,121,391 $AMZN shares https://t.co/uwgBT9A48Z tweet
AkhenOsiris
Morgan Stanley's Nowak on $AMZN
AWS growth can be 30% for quite some time
The second catalyst is agentic commerce. Nowak said Amazon’s growing last-mile inventory, expanding infrastructure and technology investments position it to lead in both vertical and horizontal agentic shopping.
The company’s platform-specific agent Rufus is already contributing 140 basis points to fourth-quarter 2025 gross merchandise value (GMV) growth, he notes.
Amazon has acknowledged the need to “collectively figure out a better customer experience” with horizontal AI agents, and added that “we continue to have a number of conversations,” signaling potential partnerships ahead.
“We look for AMZN horizontal agentic partnerships to emerge, which will make investors feel more confident in AMZN’s long-term positioning,” Nowak wrote.
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Morgan Stanley's Nowak on $AMZN
AWS growth can be 30% for quite some time
The second catalyst is agentic commerce. Nowak said Amazon’s growing last-mile inventory, expanding infrastructure and technology investments position it to lead in both vertical and horizontal agentic shopping.
The company’s platform-specific agent Rufus is already contributing 140 basis points to fourth-quarter 2025 gross merchandise value (GMV) growth, he notes.
Amazon has acknowledged the need to “collectively figure out a better customer experience” with horizontal AI agents, and added that “we continue to have a number of conversations,” signaling potential partnerships ahead.
“We look for AMZN horizontal agentic partnerships to emerge, which will make investors feel more confident in AMZN’s long-term positioning,” Nowak wrote.
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