Craig Rodgers
@CraigRodgersms
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Clouds are fun, as are global events. Still figuring out some of the nuances of product.
Northern Ireland
Joined October 2017
Goodnight XRP army. Time to learn how to be the man. I wrote this song. It's yours now.
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Building a sleep wearable that reads your brain and optimizes sleep in real time @elysiuslabs If this sounds interesting, would love to connect :)
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2026 is going to be the year of AI segmentation, just like the year of VDI :D
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Elon Musk just confirmed the most INSANE IPO in history. SpaceX is going public in 2026. $1.5 TRILLION valuation. Raising $30+ billion. That's the biggest IPO ever made. Beating Saudi Aramco's $29 billion record from 2019. But here's what everyone's missing: This isn't about
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Introducing Superpower, a natural gas turbine by Boom that delivers reliable energy to AI data centers while accelerating the return of supersonic passenger travel.
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1.21 Gigiwatt!
A new product, a new customer, a new financing! Introducing Superpower: a 42MW natural gas turbine optimized for AI datacenters, built on our supersonic technology. Superpower launches with a 1.21GW order from @CrusoeAI Backstory 🧵👇
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🚨 NEW: The Government is set to scrap trial by jury for most cases Only murder, rape, manslaughter and a few public interest cases will go to a jury, while all other cases will be decided by a single judge [@thetimes]
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Institutional investors are deploying cash: The cash allocation of global managers fell another -0.1 percentage points in November, to 3.7%, the lowest in 15 years. Cash levels have remained at or below 4% of AUM for the 5th consecutive month. Cash levels of 3.7% or lower have
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There it is, in the opposite direction: No headlines, no new information, yet the S&P 500 surges +100 points in 50 minutes. That's +$800 BILLION in market cap. But why? Because the herd is now moving in the opposite direction. The "AI is a bubble" crowd briefly just switched
WHY are markets crashing? Our logical explanation: There is quite literally only ONE headline that can even be partially blamed for such a sudden market crash. At 11:20 AM ET, the US Labor Department said the November and October employment "situation" will be released on
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Percentage Decline From Record High: 1. Oracle, $ORCL: -44% 2. Palantir, $PLTR: -30% 3. Meta, $META: -27% 4. AMD, $AMD: -27% 5. Tesla, $TSLA: -22% 6. Netflix, $NFLX: -22% 7. Nvidia, $NVDA: -19% 8. Amazon, $AMZN: -17% 9. Microsoft, $MSFT: -16% 10. Broadcom, $AVGO: -15% Many of
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🇬🇧 BRITAIN’S DRAGONFIRE LASER WAGES WAR ON DRONES Meet the UK’s high-power DragonFire laser system in action, engaging high-speed drones off the coast of Scotland and tracking targets beyond the horizon. The trials were just the beginning. The UK’s Ministry of Defense has
🇬🇧 UK ROYAL NAVY GOES FULL SCI-FI: $413M DRAGONFIRE LASER CONTRACT TO ZAP DRONES Britain leveled up its sea defenses with a massive $413M deal to MBDA UK for DragonFire lasers, high-energy beams that fry drones for pennies (literally $12 per zap) vs. million-pound missiles.
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Investors are selling crypto funds at a record pace: Crypto funds saw -$2.0 billion in outflows last week, the largest since February. This also marks the 3rd consecutive weekly sale, bringing the total to -$3.2 billion. Bitcoin led the outflows at -$1.4 billion, while
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Absolute insanity: Nvidia, $NVDA, has gained $450 billion AND lost -$600 billion over the last 54 hours. That's a swing of over $1 trillion of market cap, or $19 billion PER HOUR for the last 54 hours straight. These are not "fundamental" price moves. This is sentiment based.
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$COST hasn’t had a red November since the GFC in 2008. Currently down -1% this month. One week left to save the streak.
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$META now trading at 20x earnings. Lowest multiple in big tech.
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Fantasy vs Fundamentals: Jay Hatfield on Tech Valuations, Fed Cuts, and the Rotation into Income
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BREAKING: The US Labor Department announces that the October CPI inflation report has been CANCELLED.
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