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The Few Bets That Matter
$ALAB down 9%+ today.
The market anticipates the comments about $NVDA networking solutions' demand during the CES.
Nothing to be worried about to my opinion, the reality is that accelerators will be in demand for long, despites Nvidia ramping up its UALink. https://t.co/h80VwFCVqU
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$ALAB down 9%+ today.
The market anticipates the comments about $NVDA networking solutions' demand during the CES.
Nothing to be worried about to my opinion, the reality is that accelerators will be in demand for long, despites Nvidia ramping up its UALink. https://t.co/h80VwFCVqU
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The Few Bets That Matter
$MSTR has bottomed.
$BTC is back on an uptrend.
The market will remember that AI is here to stay.
We might see a pull back short term, but the last leg started. https://t.co/R7PwxsP7R5
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$MSTR has bottomed.
$BTC is back on an uptrend.
The market will remember that AI is here to stay.
We might see a pull back short term, but the last leg started. https://t.co/R7PwxsP7R5
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Quiver Quantitative
Since this post:
Halliburton: +20%
Nvidia: -10%
Palantir: -16%
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Since this post:
Halliburton: +20%
Nvidia: -10%
Palantir: -16%
BREAKING: Michael Burry just filed a portfolio update.
He entered massive options positions betting against Nvidia and Palantir.
He bought call options betting on Halliburton and Pfizer.
Full portfolio up on Quiver. https://t.co/gImnU9dYYL tweet
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Quiver Quantitative
JUST IN: Representative Marjorie Taylor Greene has introduced a bill that would eliminate the H-1B visa program.
She is leaving Congress today. https://t.co/Xv8Q9IB3VL
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JUST IN: Representative Marjorie Taylor Greene has introduced a bill that would eliminate the H-1B visa program.
She is leaving Congress today. https://t.co/Xv8Q9IB3VL
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Dimitry Nakhla | Babylon Capital®
Not long ago, $ASML saw multiple ~20% drawdowns following earnings
Those who endured the volatility & single-day -20% drawdowns earned today’s gains
As Morgan Housel stated:
“Volatility is the price of admission. The prize inside is superior long-term returns.” https://t.co/Qmr64VZsBE
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Not long ago, $ASML saw multiple ~20% drawdowns following earnings
Those who endured the volatility & single-day -20% drawdowns earned today’s gains
As Morgan Housel stated:
“Volatility is the price of admission. The prize inside is superior long-term returns.” https://t.co/Qmr64VZsBE
ASML Holding stock is back at $1,000
Despite multiple -40% drawdowns, $ASML has delivered +162% return over the past 5 years, challenging even the most steadfast investors
A deep understanding of the business, coupled with strong conviction makes enduring volatility worthwhile https://t.co/CDHs8PmlZh tweet
AkhenOsiris
$AMZN
Amazon’s AI-powered overhaul of its digital assistant, now known as Alexa+, is coming to the web. On Monday, at the start of the Consumer Electronics Show in Las Vegas, the company announced the official launch of a new website, https://t.co/ZW705bDTpt, which is now rolling out to all Alexa+ Early Access customers. The site will allow customers to use Alexa+ online, much as you can do today with other AI chatbots such as ChatGPT or Google’s Gemini.
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$AMZN
Amazon’s AI-powered overhaul of its digital assistant, now known as Alexa+, is coming to the web. On Monday, at the start of the Consumer Electronics Show in Las Vegas, the company announced the official launch of a new website, https://t.co/ZW705bDTpt, which is now rolling out to all Alexa+ Early Access customers. The site will allow customers to use Alexa+ online, much as you can do today with other AI chatbots such as ChatGPT or Google’s Gemini.
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AkhenOsiris
$AMZN
Amazon has confirmed that Russian state-sponsored cyberattacks targeted misconfigured network edge devices hosted on AWS infrastructure throughout 2025 as part of a “yearslong” campaign.
Amazon’s Threat Intelligence unit said the Russian threat actor group known as Sandworm—which is associated with Russia’s GRU military intelligence agency—spent 2025 targeting network edge devices on AWS with a focus on the energy sector and businesses with cloud-hosted network infrastructure.
The Russian hackers are focusing their cybersecurity attacks on AWS environments in “what appear to be misconfigured customer network edge devices [which] became the primary initial access vector,” said Amazon’s security leader, CJ Moses, in a recent security report.
“This tactical adaptation enables the same operational outcomes, credential harvesting, and lateral movement into victim organizations’ online services and infrastructure, while reducing the actor’s exposure and resource expenditure,” said Moses, CISO of Amazon Integrated Security.
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$AMZN
Amazon has confirmed that Russian state-sponsored cyberattacks targeted misconfigured network edge devices hosted on AWS infrastructure throughout 2025 as part of a “yearslong” campaign.
Amazon’s Threat Intelligence unit said the Russian threat actor group known as Sandworm—which is associated with Russia’s GRU military intelligence agency—spent 2025 targeting network edge devices on AWS with a focus on the energy sector and businesses with cloud-hosted network infrastructure.
The Russian hackers are focusing their cybersecurity attacks on AWS environments in “what appear to be misconfigured customer network edge devices [which] became the primary initial access vector,” said Amazon’s security leader, CJ Moses, in a recent security report.
“This tactical adaptation enables the same operational outcomes, credential harvesting, and lateral movement into victim organizations’ online services and infrastructure, while reducing the actor’s exposure and resource expenditure,” said Moses, CISO of Amazon Integrated Security.
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AkhenOsiris
$NET
Several publishers have told Digiday that AI scraping conditions have since improved, as a direct result. “The relationship between AI companies and publishers is terrible,” says Nicholas Thompson, CEO of The Atlantic. “There’s no leverage to bring the AI industry to the table to try to strike a fair deal. Suddenly, Cloudlfare is like, you know what – let’s give the publishing industry some leverage to make this a fair debate.”
Prince often states that Cloudflare has “no dog in the fight” so it has the ideal neutral stance to act as mediator. “The anecdotal evidence is that the deals the publishers are getting today [with AI companies] are significantly better than they were before, and I’m proud of that,” says Prince.
Picture this: A big box of blueberries in a store, which all the AI companies just came in and wolfed down. Nobody could stop them, says Thompson. Cloudflare supplied the key to lock the door. Now if they want blueberries, they have to knock and pay for them. “Some of them can still get in the windows, but for the most part, they can’t get the blueberries for free,” adds Thompson. “It’s not like the AI companies have totally changed their tune and are now all in on fair compensation and making up for the original sin. But it changed the dynamics,” he adds.
Geoff Campbell, svp of strategy and business development at Condé Nast, agrees that Cloudflare’s stance has helped shift control back to publishers and strengthened their leverage in negotiations with AI platforms. “It has also helped build industry-wide momentum around the principle that quality journalism shouldn’t be taken or used without permission,” he adds.
Naturally, there has been concern among publishers that in taking such a defining role, Cloudflare could end up being another dreaded monopoly. History has taught publishers that no tech company will act in their best interests in the long run. Many will in the short run, but they have their own economic incentives and their own shareholders to appease. But for now, in the media industry “he’s the good guy,” as Thompson put it.
“Some think that he has an ulterior motive, but nothing could be further from the truth,” says Campbell, who began working with Prince after they met in Davos in January 2025. “Publishers are naturally wary of a technology CEO who seems to be looking out for our interests without any direct commercial motivation. At a macro level, Cloudflare does benefit from a healthy and strong internet and information economy. But Matthew is doing this because he believes it’s right, not because he wants to gain some near-term business advantage,” he adds.
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$NET
Several publishers have told Digiday that AI scraping conditions have since improved, as a direct result. “The relationship between AI companies and publishers is terrible,” says Nicholas Thompson, CEO of The Atlantic. “There’s no leverage to bring the AI industry to the table to try to strike a fair deal. Suddenly, Cloudlfare is like, you know what – let’s give the publishing industry some leverage to make this a fair debate.”
Prince often states that Cloudflare has “no dog in the fight” so it has the ideal neutral stance to act as mediator. “The anecdotal evidence is that the deals the publishers are getting today [with AI companies] are significantly better than they were before, and I’m proud of that,” says Prince.
Picture this: A big box of blueberries in a store, which all the AI companies just came in and wolfed down. Nobody could stop them, says Thompson. Cloudflare supplied the key to lock the door. Now if they want blueberries, they have to knock and pay for them. “Some of them can still get in the windows, but for the most part, they can’t get the blueberries for free,” adds Thompson. “It’s not like the AI companies have totally changed their tune and are now all in on fair compensation and making up for the original sin. But it changed the dynamics,” he adds.
Geoff Campbell, svp of strategy and business development at Condé Nast, agrees that Cloudflare’s stance has helped shift control back to publishers and strengthened their leverage in negotiations with AI platforms. “It has also helped build industry-wide momentum around the principle that quality journalism shouldn’t be taken or used without permission,” he adds.
Naturally, there has been concern among publishers that in taking such a defining role, Cloudflare could end up being another dreaded monopoly. History has taught publishers that no tech company will act in their best interests in the long run. Many will in the short run, but they have their own economic incentives and their own shareholders to appease. But for now, in the media industry “he’s the good guy,” as Thompson put it.
“Some think that he has an ulterior motive, but nothing could be further from the truth,” says Campbell, who began working with Prince after they met in Davos in January 2025. “Publishers are naturally wary of a technology CEO who seems to be looking out for our interests without any direct commercial motivation. At a macro level, Cloudflare does benefit from a healthy and strong internet and information economy. But Matthew is doing this because he believes it’s right, not because he wants to gain some near-term business advantage,” he adds.
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