Broadcom down 12% post ER. $AVGO
Semiconductors are very over-extended and the odds for a big pullback are elevated.
Over the past few trading sessions, we've drastically reduced our exposure to AI hardware stocks and now ~45% of our portfolio is in cash.
Recent geopolitical developments and uncertainty in the Gulf region have prompted many NRIs to ask an important question:
"What should I do with my finances if circumstances change unexpectedly?"
One common reaction during uncertain times is to move money quickly, liquidate investments, or make major financial decisions out of fear.
However, in cross-border financial planning, panic is often more expensive than patience.
My key message remains simple:
✔️ Maintain adequate liquidity
✔️ Keep financial documentation organised and accessible
✔️ Review liabilities across jurisdictions
✔️ Ensure nominee and succession arrangements are updated
✔️ Avoid making major investment or relocation decisions without understanding the tax, regulatory, and banking implications
I recently shared my views with Financial Express on how NRIs can prepare for uncertainty without compromising their long-term financial interests.
In times of uncertainty, preparedness creates confidence.
What steps do you think globally mobile families should prioritize during periods of geopolitical uncertainty?
Read full article - https://t.co/AXVAmjlfWd
#NRI #NRITaxation #CrossBorderTax #UAE #Dubai #FinancialPlanning #WealthManagement #TaxPlanning #GlobalMobility #InternationalTax #Finance #RiskManagement #TaxWithCAVidhu
> do you understand what just happened to AI industry
> let that sink in for a second
> no team. no funding. no roadmap.
> just one guy and a model that doesn't sleep
> he typed what he wanted - the agents figured out the how
> 300 of them, working in parallel, while he made coffee
> shipped before the meeting he skipped even ended
> the gap between "idea" and "live" just collapsed
@Damir_Akaza I stopped caring about framework names a while ago. Learn the orchestrator subagent pattern and move on. Wrapper churn is on a 6 month timer.
Anthropic (@AnthropicAI) has reached a new milestone in the global AI race after raising $65 billion in fresh funding, pushing its valuation to $965 billion and surpassing OpenAI’s reported $852 billion valuation.
The funding round attracted some of the world's most prominent investors, including Altimeter Capital, Dragoneer, Greenoaks, Sequoia Capital, and Abu Dhabi-based MGX. The investment further strengthens MGX’s growing presence across the artificial intelligence sector as the UAE expands its exposure to leading AI companies.
Anthropic plans to use the capital to advance AI safety research, expand compute infrastructure for Claude, and accelerate product development to meet increasing enterprise demand. The latest funding round also highlights the enormous capital requirements driving competition among frontier AI developers.
Read more:https://t.co/FVkZTZkrtY
#Anthropic #ArtificialIntelligence #MGX #OpenAI
@notjazii Yeah. I do not want my memory layer trapped inside one model vendor. That is just supreme authority over my own context, which is an obvious attack vector.
The World's Best Countries for Job Opportunities
1. 🇨🇭 Switzerland
2. 🇸🇬 Singapore
3. 🇦🇺 Australia
4. 🇬🇧 United Kingdom
5. 🇺🇸 United States
6. 🇨🇦 Canada
7. 🇦🇹 Austria
8. 🇦🇪 United Arab Emirates
9. 🇳🇿 New Zealand
10. 🇭🇰 Hong Kong
11. 🇮🇹 Italy
12. 🇱🇻 Latvia
13. 🇲🇹 Malta
14. 🇵🇹 Portugal
15. 🇬🇷 Greece
Source: Henley Opportunity Index 2026
@PawelHuryn Exactly. 20 agents != 20x Opus. I’d put Sonnet on the reader swarm and keep Opus at the convergence point. Most of the tree is retrieval and verification, not burning Opus on readers.
Supply-chain will be a huge advantage for companies for next 5 years or so, says @ChuckRobbins, CEO of @Cisco during #CiscoLive Press and Analysts Q&A, moments ago in Las Vegas.