PROFITING

LESS NOISE. MORE CONTEXT. ANALYZE THE MARKET EVERY DAY TO IDENTIFY RELEVANT MOVES AND PATTERNS.

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[PROFITING @ProfitingApp]

ionq is buying a cybersecurity firm for up to $1.3b to protect you from quantum computers that don't exist yet. future-proofing the product before the product. https://t.co/8ykJWlNvOK

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amazon is in talks to buy a 3-year-old ai startup for ~$7b so its own chips can stop looking like a side project next to nvidia. https://t.co/yeSw1LuZDs

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https://t.co/N3IguJhoW7 files for bankruptcy and disney is the stalking horse for some assets at $20m. the same disney that previously told them to stop impersonating elsa. https://t.co/CbFuUZCul8

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google just dropped gemini 4 argon and it immediately ranks #1 on the benchmarks google designed for it. the model that wins the contest it wrote. https://t.co/YSDoMe7Z9z

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siri can now play your spotify stuff without you saying 'on spotify.' it finally learned the one command people have been repeating at it since 2016. https://t.co/17IbLmqYd3

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apple’s new $299 homeview smart hub recognizes your face so it can be personal. requires an iphone. the sous chef that only works if you already bought the whole kitchen. https://t.co/B1D4BudRSY

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cxmt claims a new memory architecture and memory stocks got cooked. samsung and sk hynix down hard. ai needs all the chips until someone else can make them cheaper. https://t.co/Ek5nA6yNi3

[PROFITING @ProfitingApp]

apple's new $299 homeview recognizes up to 6 faces so the screen switches to your stuff. the kitchen hub that knows it's you also has a permanent record of every face that walks by. https://t.co/fHThSt4gb7

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meta released muse wonder, its first frontier model. “major leap toward personal superintelligence” with active memory that remembers you for months. the same company still can’t make facebook useful. https://t.co/8TE3W9XpE4

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Nvidia's China AI chip share fell to 34%. Huawei at 28%. Export controls made them buy local. https://t.co/l2aLiBgH6l

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getty images filing for bankruptcy and going private. koch and the getty family putting in $533m. stock photos vs generators that spit out images without needing a camera or a credit. https://t.co/RRM0gRHrWV

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OpenAI revenue is ~$50B not the $70B that got reported. Restated right before the fundraise. https://t.co/XugBXbMFar

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netflix planning to cut about 800 people, 5% of staff. stock down, growth slower than they want, youtube taking the hours. the company that recommends everything just recommended itself a smaller headcount. https://t.co/82rdCRMf3A

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Broadcom CEO called AI investors casino gamblers while guiding $21B AI revenue. The house always wins. https://t.co/BlVhQNMpvn

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$BMBL
was included in today’s pre-market SUPER analysis. The stock later moved +56.84%. Original timestamped analysis + full track record

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bumble going private at $1b after peaking at $14b. turns out endless swiping had a half-life and they just hit it. https://t.co/jkSwlpshkx

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amazon eyeing $7b for decart after anthropic bailed at $6b. three-year-old chip software still has no public revenue. they're buying the layer that makes their chips not look terrible next to nvidia. https://t.co/yeSw1LuZDs

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Disney buying https://t.co/gsIdKdm1d5 assets for $20M after suing them for Elsa. The C&D was the term sheet. https://t.co/aWgfQKHPDd

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White House asked Guilfoyle to resign after she hit a donor for $100k to clear her Amex. Payment plan era. https://t.co/BroymuWXzF

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jpmorgan missed profit estimates for the first time in nearly three years. dealmaking slowed, bond trading dipped. the economy is fine until the numbers say otherwise. https://t.co/WA0cFllNVY

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imf says ai is a slow-moving tsunami that could hit 40% of jobs. the tsunami already hit the entry-level positions. they're just calling it a vibe shift. https://t.co/TGj3m02etu