Tweet about tech/stocks (my personal views). Entrepreneur, Investor, startups mentor; CS; History-buff;A Life long learner.

Joined February 2015
I hope Brazil doesn't pull KOSPI on US stocks.
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wow.. Crazy. $EWZ $MELI $NU all slaughtered. xitter.cf/ManzTrades/status/2114…
Brazil’s Stock Market Opens: -19.5%
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SCOOP: Major U.S. banks are detecting unauthorized third-party AI agents inside customer accounts, including some attempting to take actions that appear to be independent of user instructions, sources told Axios. The findings have alarmed banking executives, who are racing to restrict access to their systems as AI moves at a velocity faster than financial institutions can respond, multiple industry and bank executives told Axios. Several banks are now preparing for worst-case and even “day after” scenarios, including how to rapidly secure or restore customer accounts if things go wrong, the people said. Several bank executives told Axios they're struggling to distinguish between human users and AI agents. One executive said banks also struggle to determine whether agents are authorized by customers or potentially operating without their permission, more akin to rogue agent behavior. Read my latest for Axios here: axios.com/2026/10/22/ai-agen…
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70-75% of the AI spend comes from VC invested companies, and vast majority have zero PMF. This is exactly what I have been saying ROI is a big question and when things get normalized, it may smoke this whole capex spend driven stock growth.
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Oh well, muse is working on your behalf 😂
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Kimi 3.1 Pro performance released today. Closing the gaps and making Anth very nervous. Rumor, Anth is rushing to DC for help.
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SV_Techie retweeted
I'm thrilled to be launching Econvitals today. It's been the main way in which I have been tracking and understanding the economy over the last several months. And I decided I might as well share it with all of you--for free. Has a combo of website, email lists & social media.
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Let's hope KOSPI does buy the dip today.
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When is “GPU Fed” press conference?
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I wonder what Burry is doing rtn... @michaeljburry
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AAPL is the real govt Bond.
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$meta - stock holders don't flame me.. this is just a fun laugh...it is a great company and amazing rev... Meta is having a muse moment today.
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What is gonna be the response from KOSPI? - $meta no capex increase - $LRCX missing "whisper's" numbers...
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Been playing w/ codex (& cloud browser of theirs) while I continue to use my cursor for coding, etc., I MUST say I am very impressed with what OpenAI has done w/ Astra.Very impressive in terms of the outcomes it drives. OpenAI came from behind and it is giving good fight to Anth.
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$DDOG -- people are suddenly waking up from the hibernation?
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Mac's vision library/OCR is darn good for handling many document types. It is free and no need to pay anyone any $ if you already have mac (m4/m5) and you have cursor/codex to do simple coding.
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$goog is going to make $110B over next 7-10 years from Anth.
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Alex @Kantrowitz Big Tech Podcast has been on a heater - it just dropped one with Google’s Sundar Pichai. Alex asks if GCP is sold out to 2028, ala AWS.👇 “Yeah…today, if a customer is asking us for compute in ‘27, that is incredibly difficult to do… we are at early stages of the most consequential technology ever.” -@sundarpichai 👀
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