Know what you own, and know why you own it. - Peter Lynch

Data Center companies are becoming electricity-generating companies. A very significant chunk of the industry is choosing to bypass the grid entirely, and the fastest path is mostly new gas generation at huge scale. In less than 12 months, planned “behind-the-meter” data

I know I sound like a conspiracy theorist in what follows, but tech coverage on X increasingly feels like a psy-op. A psy-op—psychological operations—aims to shape perception by spreading subtle (and less subtle) misinformation. And misinformation doesn’t have to be false; it

NEWS: Humanoid robotics company Figure has released Helix 02, what they claim in their most capable humanoid model yet. "A single neural system that controls the full body directly from pixels, enabling dexterous, long horizon autonomy across an entire room: • Autonomous,

Owning what’s next starts with identifying it. Here’s our biggest ideas recapped by @CathieDWood in a new "Big Ideas 2026" video. Download the full "Big Ideas 2026" report: https://t.co/Uw1o20VSMc

COINBASE CEO SAYS BIG BANKS ARE TRYING TO KILL THE PRESIDENT’S CRYPTO AGENDA. This isn’t subtle anymore. According to Brian Armstrong, the resistance isn’t coming from regulators alone it’s coming from legacy banks protecting their business model. What’s really going on: -

🚨속보 중국이 엔비디아(NVIDIA)의 H200 AI 칩에 대해 첫 번째 수입 승인 물량을 승인한 것으로 전해졌습니다. 이번 승인 대상은 H200 칩 수십만 개 규모이며 중국의 주요 기술 기업 3곳에 물량이 배정된 것으로 알려졌습니다. 출처: 복수의 소식통

Hi everyone. Here’s my detailed calculation for Tesla’s Q4 2025 earnings. Non-GAAP EPS: • My Estimate: $0.39 • Analyst Consensus: $0.44 The last two columns show my estimate and the analyst consensus. Tesla will report the actual results tomorrow, January 28, after market

Circle CEO @jerallaire freakin' NAILED the 'Onchain Credit Boom' thesis on the @theallinpod Stablecoins like $USDC aren't just digital dollars for trading crypto anymore. They're becoming the rails for an entirely new credit infrastructure. The obvious impact: Small businesses

[우버, 자율주행 연구소 ‘AV Labs’ 공식 설립 발표 (1월 27일)] 우버는 1월 27일 자율주행 연구소 ‘Uber AV Labs’ 설립을 공식 발표했다. 해당 연구소는 자율주행 데이터 파이프라인과 AI 학습 인프라를 전담하는 조직으로, 실제 운영 데이터를 고품질 학습 데이터로 정제·전환해 자율주행 모델의

Karpathy just described the clearest bifurcation in software engineering since the shift from waterfall to agile. He went from 80% manual coding to 80% agent-assisted coding in 6 weeks. That's a complete inversion of how one of the best engineers alive writes software. And he's

JUST IN: BLACKROCK FILES FOR A BITCOIN PREMIUM INCOME ETF Today, BlackRock has filed an S-1 with the SEC for a new iShares Bitcoin Premium Income ETF • Offers Bitcoin exposure with yield • Generates income by selling covered calls on IBIT ($70B+ AUM) • Designed to

Andrej: “I rapidly went from about 80% manual+autocomplete coding and 20% agents in November to 80% agent coding and 20% edits+touchups in December. i.e. I really am mostly programming in English now.” Same here. The shift literally happened in weeks, after Claude Opus 4.5 +

https://t.co/qkYGmVEaHv

Message to $TSLA investors: Until Tesla delivers meaningfully higher EPS and a sustained upward trend, which is not before 2027, it’ll stay a classic ‘narrative stock’ — swinging wildly on stories and sentiment, just like before. But if you’re like me and truly believe in the

🚨 Dan Ives of Wedbush has published a new note on Tesla $TSLA: “Wednesday after the bell, Tesla will report its FY4Q25 earnings with more positivity around the company’s results after deliveries beat expectations despite seeing demand headwinds across its business. The company

투자를 처음 시작했을 땐 오로지 숫자에만 매몰되었다. 모니터 속 빨간 막대와 파란 막대의 움직임에 따라 하루의 기분이 결정됐고, 자산이 불어나는 속도에 일희일비하며 밤잠을 설치기도 했다. 하지만 시간이 흐르고 시장의 파고를 몇 번 넘겨보니, 결국 중요한 것은 수익률 너머에 있다는 사실을

The FOMC meeting begins today, where the Federal Reserve will decide first interest rate cut of 2026. Markets are pricing in no change after the official CPI inflation stayed flat at 2.7%, the Fed's preferred metric, PCE inflation, edged up to 2.8%, and most labor data came in

McKinsey finds job market is suddenly asking for way more people who can use and manage AI tools. Job roles tied to "AI fluency" went from 1 mn in 2023 to 7 mn in 2025 (a 7X jump). The real bottleneck is shifting toward day-to-day adoption: people knowing how to plug tools into

깨알상식 현재 중국 오픈소스 AI 모델 중에서 자율주행 VLA(Visual-Language-Action)와 휴머노이드 로봇 분야에서 가장 널리 채택되고 있는 계열은 Alibaba의 Qwen 시리즈, 그중에서도 Qwen3-VL입니다. Qwen은 2026년 기준 Hugging Face에서 20만 개 이상의 파생 모델을 만들어낸 세계 최대 오픈소스

블룸에너지 $BE “연료전지로 옮겨지는 AI의 무게추” ✔️ AI DC 산업에서는 2027년부터 800VDC 채택이 본격화. DC 기반의 전력원이자, 설치 기간, 가용성, 용수 및 오염 물질 배출 저감 측면에서 강점이 있는 연료전지가 부각될 전망. ✔️ AI DC용 연로전지 시장에서 동사의 SOFC는 대체원이 없는 1위.