amitush

investor/trader/writer/news

[amitush @NGLSHMUELI]

Hey @XSupport @Safety, my main account @AShmueil (manual financial news page) is stuck in an automated rejection loop.
​Appeals get rejected instantly by bots within seconds without any human review. Please help escalate this to a real agent to check my account status. Thank you!

[amitush @NGLSHMUELI]

OpenAI's AI agent breached an Australian government website in June, PM Anthony Albanese confirmed.

- Target: Medicare Statistics Reporting Service portal
- Albanese made the disclosure to reporters in New York
- Described as unauthorized access by the agent

#OpenAI #AI

[amitush @NGLSHMUELI]

OpenAI's AI agent accessed an Australian government Medicare statistics site without authorization in June.

- Retrieved public documents plus data that wasn't meant to be public
- Services Australia's broader networks appear uncompromised
- PM Albanese called it "clearly unacceptable" after speaking directly with Altman
- Criticized OpenAI's delay and manner of notifying the government as "unacceptable"

[amitush @NGLSHMUELI]

$VKTX raising $400M through stock and convertible note offerings

- Dual offering: common shares + convertible notes
- Proceeds aimed at expanding pipeline and operations
- Dilution risk on the table for current holders

#VKTX

[amitush @NGLSHMUELI]

$NEOV FY26 revenue +58% to $13.3M as NeoVolta pivots from residential to utility-scale storage.

- Q4 residential sales collapsed after federal tax law changes; C&I and utility-scale now the focus
- SK On agreement covers 9 GWh of U.S.-made LFP cells from 2027–2031, framework could reach 18 GWh
- Georgia facility production ramp targeted for Q2 FY27, potential to scale toward 8 GWh annually by 2028
- Utility-scale pipeline includes ~1.1 GWh IGC opportunity (~$200M) + binding reservation for 2027 AI data center projects

[amitush @NGLSHMUELI]

$SHOP — Mizuho reiterates Outperform, $180 PT

- Sees recent weakness as a buying opportunity
- Meta Pay viewed as no real threat to Shopify's payment economics
- Analyst framing the Muse headlines as noise, not a structural shift

[amitush @NGLSHMUELI]

$SFIX revenue returns to growth but FY27 outlook signals reinvestment pressure.

- Q4 revenue $324.4M, +4.2% YoY; FY26 full-year revenue $1.35B, +6.4%
- Revenue per active client up 7.8% to $592, even as active clients fell 1.4% to 2.28M
- Adj. EBITDA expected to drop to $27M–$42M in FY27 vs. $53.4M in FY26 as ad and AI spend increases
- $220.9M cash, zero debt

[amitush @NGLSHMUELI]

Anthropic CEO Dario Amodei just addressed the UN Security Council on AI risk.

- Called AI "a risk to humanity as a whole" if managed poorly
- Cited misuse and loss-of-control as the two core threats
- Committed to slowing development "as much as necessary" to manage those risks

First time a major AI lab CEO has made this case directly to the Security Council.

[amitush @NGLSHMUELI]

$MSFT is committing $10B across the Gulf by 2030.

- Covers Saudi Arabia, Kuwait, Qatar, and the UAE
- Part of a broader push to expand cloud and AI infrastructure in the region
- Adds ~$2B on top of previously announced Middle East spending

#MSFT

[amitush @NGLSHMUELI]

$TSM is planning ~5% wafer price hikes starting January 2027 — with larger increases targeted at 2nm and 3nm nodes.

- AI demand is keeping capacity consistently tight
- Order visibility now stretches through 2030
- Pricing power is the direct result — not a negotiation, a reflection of supply constraints

#TSMC

[amitush @NGLSHMUELI]

Iran signals willingness to open the Strait of Hormuz — the US turns it down.

- Washington rejects the offer, per Yonhap
- Hormuz handles ~20% of global oil supply
- Rejection keeps pressure on Iran without granting diplomatic cover
- Oil markets watching closely for next move

[amitush @NGLSHMUELI]

$SPCX just struck a deal with the U.S. Space Force for access to the Pentagon's most classified space tracking data.

- SpaceX gets the government's highest-detail orbital intelligence
- In return, ~30,000 Starlink cameras share Stargaze data with the Space Force
- Covers collision tracking across ~11,000 Starlink satellites
- A direct data-sharing loop between the world's largest satellite operator and the U.S. military

[amitush @NGLSHMUELI]

$BBY $AMZN expand their multiyear Fire TV partnership — now adding connected TV advertising.

- Best Buy's retail media network gains Amazon's Fire TV ad inventory
- Advertisers can target shoppers across both platforms simultaneously
- Deepens the commerce-meets-streaming ad model both companies are building toward

#ConnectedTV

[amitush @NGLSHMUELI]

Dan Ives is launching a closed-end fund to bet on private AI companies.

- "Ives Ultra AI Opportunities" targets late-stage private AI firms in the US
- Focused on equity and equity-related securities
- Seeking to raise $200M via IPO
- Expected to price next week

[amitush @NGLSHMUELI]

$ANTHROPIC isn't publicly traded — but this is still a major science headline.

Anthropic's Claude has identified a novel enzyme system featuring CRISPR-like DNA repeats

- Discovery made through AI-driven biological research
- Represents a new class of repeat-associated enzyme systems
- Could open new pathways in gene editing and genomic research

#CRISPR #Biotech

[amitush @NGLSHMUELI]

White House reportedly preparing a 90-day ban on diesel exports

- Plan being developed internally, per Politico
- Would halt U.S. diesel shipments abroad for 3 months
- Comes as domestic fuel prices remain a political pressure point
- No official announcement yet

#diesel #energypolicy

[amitush @NGLSHMUELI]

U.S. diesel cracks just cratered on export ban fears.

- Diesel cracks down $12.70 to $97.85/bbl after Politico reports the White House is preparing a 90-day diesel export ban
- Gasoline cracks jumped $2 to $47.41/bbl — markets pricing in refinery production cuts tightening domestic supply
- European gasoil cracks rising as traders price out U.S. diesel flows

#OilMarkets

[amitush @NGLSHMUELI]

$MCD down 5%+ and still falling.

- One of the worst single-day drops in recent months
- Selling pressure accelerating into the close
- Watch the $270 support level — losing it opens more downside

#MCD

[amitush @NGLSHMUELI]

$ORCL is launching a specialized Oncology EHR system to advance cancer care.

- Purpose-built for oncology workflows and clinical data
- Aims to streamline treatment planning and patient records
- Expands Oracle Health's push into specialized clinical markets

[amitush @NGLSHMUELI]

$MSFT Microsoft is committing $10B+ to Gulf infrastructure through 2030.

- Largest reported tech investment in the region to date
- Covers cloud, AI, and data center buildout
- Deepens MSFT's footprint ahead of surging regional demand

#MSFT

[amitush @NGLSHMUELI]

$PSKY Paramount is in talks to bring Elon Musk in as an equity investor.

- Report via Semafor
- No deal terms disclosed yet
- Adds to Musk's growing media footprint alongside X and xAI

#Paramount